The Securities and Exchange Commission requires every investment advisor managing over $25 million for clients to submit a Form ADV filing with the SEC. Therefore, every year Rollins Financial files electronically part I of the form ADV to the SEC detailing the nature of its business. This filing is mandatory for all advisors.
It is that time of year where we offer all of our clients a copy of our Form ADV part II. Part II is a written disclosure statement that provides information about business practices, fees, etc. the adviser may have with its clients. Please contact Robby Schultz or Eddie Wilcox at (404) 892-7967 or (800) 253-3113 if you would like a copy of our ADV Part II.
It is that time of year where we offer all of our clients a copy of our Form ADV part II. Part II is a written disclosure statement that provides information about business practices, fees, etc. the adviser may have with its clients. Please contact Robby Schultz or Eddie Wilcox at (404) 892-7967 or (800) 253-3113 if you would like a copy of our ADV Part II.
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