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Firm Brochure (Part 2A of Form ADV) Item 1 Cover Page PCA Investment Advisory Services, Inc.2133 Lurgy Ave Cincinnati, Ohio 45206 Telephone: (513) 2813366 Email: priestly pencorp.com Web Address:
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To fill out the firm brochure part 2a, follow these steps:
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Begin by opening the firm brochure document on your computer.
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Scroll down to the section labeled 'Part 2a'.
04
Review the instructions provided in the document to understand what information needs to be included in this section.
05
Start by providing the legal name of the firm in the designated field. Make sure the name is accurate and matches the official records.
06
Move on to the next field, which requires you to provide the address of the firm. Input the complete address, including street name, city, state, and zip code.
07
After filling in the address, proceed to the 'Telephone Number' field. Enter the firm's primary contact number, including the area code.
08
Next, provide the website address of the firm. Make sure to include 'http://' or 'https://' in the URL to ensure it is clickable.
09
If applicable, fill in the email address of the firm in the designated field. Take care to enter a valid and active email address.
10
Finally, review all the information you have provided in Part 2a. Make sure everything is accurate and up-to-date.
11
Save the filled-out firm brochure document and submit it to the appropriate recipient, following any additional instructions or requirements.
Who needs firm brochure part 2a?
01
Firm brochure part 2a is needed by companies or organizations that are required to disclose specific information about their legal name, address, contact details, website, and email address. This section helps provide transparency and relevant information to clients, investors, or regulatory authorities.
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What is firm brochure part 2a?
Firm brochure part 2a is a section of a Form ADV that provides information about the services offered by an investment advisory firm.
Who is required to file firm brochure part 2a?
All registered investment advisory firms are required to file firm brochure part 2a with the SEC or state securities authorities.
How to fill out firm brochure part 2a?
Firm brochure part 2a should be filled out accurately and completely, providing information about the firm's services, fees, conflicts of interest, and other relevant details.
What is the purpose of firm brochure part 2a?
The purpose of firm brochure part 2a is to provide clients and prospective clients with important information about the firm's business practices and potential conflicts of interest.
What information must be reported on firm brochure part 2a?
Firm brochure part 2a must include information about the firm's services, fees, disciplinary history, conflicts of interest, and other key details.
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