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Abacus b planning group smart financial decisions NAPA Genesis Leading and mentoring team members Cheryl R. Holland, Charles Flowers, Michael Baughman September 21, 2011, abacusplanninggroup.com abacus
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NAPFA Genesis is a registration form for financial advisors provided by the Abacus Planning Group.
Financial advisors who are members of NAPFA are required to file the NAPFA Genesis form.
To fill out the NAPFA Genesis form, financial advisors must provide their personal and professional information as requested on the form.
The purpose of NAPFA Genesis is to collect information about financial advisors for registration and regulatory purposes.
Information such as personal details, qualifications, experience, services offered, and compliance history must be reported on NAPFA Genesis.
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