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Form ADV
Part 2AJanuary 3, 2013Independent Financial Partners
3030 North Rocky Point Dr. W. Suite 700
Tampa, FL 33607
8133410960
8132880701 fax
Email: Compliance×ifpartners.com
www.ifpartners.comThis
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What is form adv - s-martinfinlsitecom?
Form ADV is a form that investment advisers use to register with both the Securities and Exchange Commission (SEC) and state securities authorities, providing information about their advisory business.
Who is required to file form adv - s-martinfinlsitecom?
Investment advisers who meet certain criteria are required to file Form ADV with the SEC or state securities authorities.
How to fill out form adv - s-martinfinlsitecom?
Form ADV must be filled out accurately and completely, providing detailed information about the investment adviser's business practices, fees, conflicts of interest, and more.
What is the purpose of form adv - s-martinfinlsitecom?
The purpose of Form ADV is to provide transparency to clients and regulatory authorities about the investment adviser's operations, allowing for better oversight and protection of investors.
What information must be reported on form adv - s-martinfinlsitecom?
Information such as assets under management, types of clients, compensation methods, business practices, and conflicts of interest must be reported on Form ADV.
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