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Form ADV Part 2A Brochure Art and Science of Successful Planning 3949 Evans Ave., Unit 300 Fort Myers, FL 33901 tylergharrelson@asofsp.comRevision Date January 10, 2020This brochure provides information

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How to fill out form adv part 2a

01

Gather all necessary information before starting to fill out the form.

02

Begin by entering the basic identifying information such as name, address, and contact details.

03

Provide details about the firm, including ownership structure and any disciplinary history.

04

Detail the services offered by the firm and the types of clients served.

05

Disclose any conflicts of interest or potential conflicts of interest.

06

Include information about fees charged and any compensation received.

07

Complete the form with any additional required information and review for accuracy before submission.

Who needs form adv part 2a?

01

Investment advisors and firms registered with the Securities and Exchange Commission are required to fill out Form ADV Part 2A.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that investment advisors must provide to their clients. It includes information about the advisor's services, fees, investment strategies, and any conflicts of interest.

Who is required to file form adv part 2a?

Investment advisors who are registered with the SEC or state regulators are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

To fill out Form ADV Part 2A, complete the required sections detailing your business, services offered, fees charged, and any additional information that may be relevant to clients. Ensure that all information is accurate and up to date.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about the investment advisor, enabling them to make informed decisions.

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

Form ADV Part 2A requires information such as the advisor's background, services offered, fees, disciplinary history, conflicts of interest, and client funds and securities.

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