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Item 1. Cover PageConsulting Services and Financial Planning Disclosure Brochure Form ADV Part 2AINVEST Financial Corporation 12750 Citrus Park Lane, Suite 300 Tampa, FL 33625 (800) 2424732 www.investfinancial.com March

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How to fill out invests form adv part

01

Here are the steps to fill out invests form ADV part:

02

- Start by providing basic information about your firm, including its name, address, and contact details.

03

- Next, specify the type of business your firm conducts and provide a brief description of your services.

04

- Disclose whether your firm is privately owned or has any affiliations with other financial institutions.

05

- Indicate whether your firm manages client assets or provides investment advice.

06

- Provide details about your firm's ownership structure and the background of key personnel.

07

- Disclose any disciplinary actions or legal proceedings involving your firm or its employees.

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- Finally, review the completed form for accuracy and submit it to the appropriate regulatory authority.

Who needs invests form adv part?

01

Investment advisors and firms who provide investment advice or manage client assets need to fill out invests form ADV part. This form is required by the Securities and Exchange Commission (SEC) and state securities authorities to regulate the activities of investment advisors and ensure they operate in a fair and transparent manner.

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What is invests form adv part?

Invests form adv part is a form that registered investment advisers must file with the Securities and Exchange Commission.

Who is required to file invests form adv part?

Registered investment advisers are required to file invests form adv part.

How to fill out invests form adv part?

Invests form adv part can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of invests form adv part?

The purpose of invests form adv part is to provide the SEC and clients with information about the adviser's business, services, fees, and conflicts of interest.

What information must be reported on invests form adv part?

Information such as the adviser's assets under management, types of clients, services offered, fees charged, and disciplinary history must be reported on invests form adv part.

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