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FORM ADV PART 2A Disclosure Brochure ODYSSEY PERSONAL FINANCIAL ADVISORS 500 Sun Valley Drive, Suite A6 Roswell, Georgia 30076Effective: January 27, 2023This Form ADV Part 2A (Disclosure Brochure)

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How to fill out form adv part 2a

01

Gather all the necessary information required to fill out form adv part 2a such as firm name, business address, contact information, etc.

02

Review the instructions provided by the Securities and Exchange Commission (SEC) for filling out form adv part 2a.

03

Complete each section of the form accurately and thoroughly, paying close attention to details.

04

Ensure that all required disclosures and information are included in the form.

05

Review the completed form adv part 2a for accuracy and completeness before submitting it to the SEC.

Who needs form adv part 2a?

01

Investment advisers registered with the SEC are required to fill out form adv part 2a.

02

This form is essential for providing important information about the investment adviser's business practices, services offered, fees charged, and conflicts of interest to clients and the SEC.

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What is form adv part 2a?

Form ADV Part 2A is a regulatory form that provides detailed information about an investment advisor's services, fees, disciplinary history, and conflicts of interest.

Who is required to file form adv part 2a?

Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically on the Investment Adviser Registration Depository (IARD) system. Advisors must provide accurate and complete information about their business practices.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients and regulators with important information about an investment advisor's business practices and potential conflicts of interest.

What information must be reported on form adv part 2a?

Form ADV Part 2A requires investment advisors to disclose information about their fees, services, disciplinary history, conflicts of interest, and other important aspects of their business.

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