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Part 2A of Form ADV: Firm BrochureWescom Financial Services, LLC 5601 E. La Palma Ave. Anaheim, CA 92807 Telephone: (888) 8790558, ext. 5104 Email: wfstraders@wescom.org Web Address: www.wescomfinancial.com
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How to fill out form adv part 2
How to fill out form adv part 2
01
Obtain a copy of Form ADV Part 2 from the SEC's website or from your investment advisor.
02
Review the instructions for filling out Form ADV Part 2 carefully.
03
Provide all requested information about your investment advisor, including background information, services offered, fee structure, and conflicts of interest.
04
Disclose any disciplinary history or legal actions against your investment advisor.
05
Submit the completed Form ADV Part 2 to the SEC and keep a copy for your records.
Who needs form adv part 2?
01
Investment advisors registered with the SEC are required to fill out Form ADV Part 2.
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What is form adv part 2?
Form ADV Part 2 is a document that provides information about an investment adviser's services, fees, and strategies.
Who is required to file form adv part 2?
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 2.
How to fill out form adv part 2?
Form ADV Part 2 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv part 2?
The purpose of Form ADV Part 2 is to provide clients with important information about the services offered by an investment adviser.
What information must be reported on form adv part 2?
Form ADV Part 2 requires information about the adviser's business practices, fees, conflicts of interest, and disciplinary history.
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