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Get the free Firm Brochure (Form ADV, Part 2A)rebel Financial

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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: AGILE WEALTH PARTNERS CRD Number: 302019Annual Amendment All Sections
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The firm brochure Form ADV is a document that investment advisors must prepare and file with the SEC or state regulators. It provides detailed information about the advisor's business, services, fees, and potential conflicts of interest.
Investment advisors who are registered with the SEC or state regulatory authorities are required to file Form ADV.
To fill out Form ADV, advisors must provide information about their business, ownership structure, services offered, fees, and any disciplinary history. They must complete both Part 1 and Part 2 of the form, ensuring all responses are accurate and complete.
The purpose of Form ADV is to provide clients with important information about the advisory firm, helping them make informed decisions regarding the advisor's services and potential risks.
Information reported on Form ADV includes the advisor's business structure, services offered, compensation methods, investment strategies, disciplinary history, and any other relevant information that may affect clients.
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