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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WALKER ASSET MANAGEMENT, LLC CRD Number: 284951Annual Amendment All

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How to fill out form adv part 2a

01

Obtain a copy of Form ADV Part 2A from the SEC or your investment adviser.

02

Review the form and gather any necessary information or documents.

03

Fill out each section of the form accurately and completely.

04

Include any required disclosures or attachments.

05

Review the completed form for accuracy and ensure all required fields are filled out.

06

Sign and date the form before submitting it to the SEC or your investment adviser.

Who needs form adv part 2a?

01

Investment advisers registered with the SEC are required to fill out and maintain Form ADV Part 2A.

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What is form adv part 2a?

Form ADV Part 2A is a part of the Form ADV, which is used by investment advisers to register with the SEC and state regulators. Part 2A is known as the 'Firm Brochure' and provides clients with essential information about the adviser's services, fees, and business practices.

Who is required to file form adv part 2a?

Investment advisers that are registered with the SEC or state regulators are required to file Form ADV Part 2A. This includes both large and small advisers who offer investment advice to clients.

How to fill out form adv part 2a?

To fill out Form ADV Part 2A, investment advisers must provide detailed information about their services, management, fees, conflicts of interest, disciplinary history, and other relevant business practices. The form must be completed accurately and must be filed through the IARD system.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to help clients make informed decisions about engaging a particular investment adviser. It aims to enhance transparency by disclosing important information regarding the adviser's services, fees, risks, and conflicts.

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

Form ADV Part 2A must include information such as the adviser's business structure, services offered, fees and compensation, disciplinary history, investment strategies, performance calculations, and a discussion of risks involved in investing.

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