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Brochure Form ADV Part 2A Item 1 Cover Page Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC CRD# 170037www.greatlakesatlantic.com Main Office 200 South Bryon Street, Suite 710
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Who needs adv part 2a item?
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Adv part 2a item is needed by financial advisors or investment firms who provide advisory services to clients.
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What is adv part 2a item?
The ADV Part 2A is a form that registered investment advisors are required to prepare and file with the SEC.
Who is required to file adv part 2a item?
Registered investment advisors are required to file the ADV Part 2A.
How to fill out adv part 2a item?
The ADV Part 2A form is filled out by providing information about the advisor's business practices, fees, conflicts of interest, and disciplinary history.
What is the purpose of adv part 2a item?
The purpose of the ADV Part 2A form is to provide clients with information about the advisor's qualifications and business practices.
What information must be reported on adv part 2a item?
The ADV Part 2A form must include information about the advisor's services, fees, conflicts of interest, disciplinary history, and other relevant information.
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