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Get the free Form ADV Part 2A - Integrated WealthCare

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Part 2A of Form ADV: Firm BrochureGreerWalker Wealth LLC 227 West Trade Street, Suite 1100 Charlotte, NC 28202 Telephone: 7043770239 Email: gwwealth@greerwalker.com Web Address: www.greerwalker.comMarch
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How to fill out form adv part 2a

01
Obtain a blank copy of Form ADV Part 2A from the SEC website or your compliance software provider.
02
Fill out the general information section, including your firm's name, address, contact information, and the date the form is being filled out.
03
Provide information about your firm's ownership structure, including the names and addresses of all principals, officers, and partners.
04
Detail your firm's business practices, including the services you offer, fee structures, and any conflicts of interest.
05
Disclose any legal or disciplinary events involving your firm or its employees.
06
Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory body.

Who needs form adv part 2a?

01
Investment advisers registered or required to be registered with the Securities and Exchange Commission (SEC) need to file Form ADV Part 2A.
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Form ADV Part 2A is a required disclosure document that provides information about an investment advisor, their services, fees, potential conflicts of interest, and disciplinary history.
Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file Form ADV Part 2A.
Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. The form includes sections for information about the advisor's business practices, fees, conflicts of interest, disciplinary history, and more.
The purpose of Form ADV Part 2A is to provide clients and potential clients with important information about an investment advisor so they can make informed decisions about whether to hire or retain the advisor's services.
Form ADV Part 2A requires disclosure of information such as the advisor's services, fees, disciplinary history, conflicts of interest, affiliations, and other key aspects of the advisor's business operations.
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