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Oxford Financial Group, Ltd. Form ADV Part 2A and 2B (Brochure) Updated March 2016 as of December 31, 2015, Indianapolis Office 11711 North Meridian Street, Suite 600 P.O. Box 80238 Indianapolis,

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that provides information about an investment advisor's services, fees, and potential conflicts of interest.

Who is required to file form adv part 2a?

Investment advisors registered with the SEC are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the IARD system or manually by following the instructions provided by the SEC.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients and potential clients with important information about an investment advisor's business practices and potential conflicts of interest.

What information must be reported on form adv part 2a?

Form ADV Part 2A requires investment advisors to report information such as their services, fees, disciplinary history, and conflicts of interest.

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