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FORM ADV PART 2Buckingham Asset Management, LLC, d/b/a Buckingham Strategic Wealth
8182 Maryland, Suite 500
St. Louis, MO 63105
(314) 7250455
www.buckinghamadvisor.com
February 1, 2019This Form ADV
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How to fill out form adv part 2a
How to fill out form adv part 2a
01
Start by gathering all the necessary information and documents required for filling out Form ADV Part 2A.
02
Begin by providing basic information about your firm, such as its name, address, and contact details.
03
In the next section, disclose information about your firm's ownership, including any individuals or entities with controlling interests.
04
Provide details about your firm's employees, including their qualifications, experience, and job responsibilities.
05
Disclose information about your firm's investment strategies, including the types of securities and assets your firm invests in.
06
Detail your firm's fee structure, including any performance-based fees or compensation arrangements.
07
Provide information about any potential conflicts of interest that may arise in the course of your firm's business.
08
Disclose any disciplinary history or legal proceedings involving your firm or its employees.
09
Complete the remaining sections of the form, including information about your firm's business practices, marketing activities, and code of ethics.
10
Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authority.
Who needs form adv part 2a?
01
Form ADV Part 2A is required for investment advisers registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
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What is form adv part 2a?
Form ADV Part 2A is a required disclosure document that registered investment advisers must provide to clients.
Who is required to file form adv part 2a?
All registered investment advisers are required to file Form ADV Part 2A.
How to fill out form adv part 2a?
Form ADV Part 2A can be filled out online through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv part 2a?
The purpose of Form ADV Part 2A is to provide clients with important information about the adviser's business practices, conflicts of interest, and other important details.
What information must be reported on form adv part 2a?
Form ADV Part 2A requires information about the adviser's services, fees, conflicts of interest, disciplinary history, and other key details.
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