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FORM ADV PART 2B BROCHURE SUPPLEMENTPhillip R. Morgan, CPA OFFICE ADDRESS: 1400 Preston Road Suite 400 Plano,TX 75093 Telephone: 9723804900 Forum Financial Management, LP 1900 S. Highland Ave. Suite

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How to fill out form adv part 2b

01

Gather all necessary information about your investment adviser firm, including the firm's name, address, phone number, and contact information.

02

Include information about the firm's history, ownership, and how it is structured.

03

Provide details about the firm's executives, directors, and key personnel, including their names, titles, and roles within the firm.

04

Disclose any disciplinary history or legal actions involving the firm or its employees.

05

Include information about the firm's fee structure, services offered, and any conflicts of interest that may arise.

06

Review the completed Form ADV Part 2B for accuracy and compliance with regulatory requirements before submitting it.

Who needs form adv part 2b?

01

Investment adviser firms registered with the Securities and Exchange Commission (SEC) or state securities authorities need to file Form ADV Part 2B.

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What is form adv part 2b?

Form ADV Part 2B is a brochure supplement that provides additional information about investment advisor representatives to clients and prospective clients.

Who is required to file form adv part 2b?

Investment advisory firms that are registered with the SEC or state regulators are required to provide Form ADV Part 2B for each investment advisor representative.

How to fill out form adv part 2b?

To fill out Form ADV Part 2B, investment advisors must complete specific sections that outline their qualifications, investment strategies, fees, and any disciplinary history.

What is the purpose of form adv part 2b?

The purpose of Form ADV Part 2B is to ensure transparency and provide clients with relevant information about their investment advisor representatives.

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

Form ADV Part 2B must report information such as educational background, business experience, disciplinary history, and any other relevant details concerning the advisor's qualifications.

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