Common Contracts
4 similar Financial Review Contract contracts
Financial Review ContractFinancial Review Contract • June 21st, 2021 • Arizona
This AGREEMENT is made this day of , 202 (“Effective Date”) between Cambridge Financial Group, LLC a SEC registered investment adviser, whose principal mailing address is 6700 N. Oracle, Ste 324, Tucson, AZ 85704, (“Advisor”) and (“Client”). Under this Agreement, Advisor will provide Client with a limited financial planning review under the following terms:
Financial Review ContractFinancial Review Contract • June 21st, 2021 • Arizona
This AGREEMENT is made this day of , 20 (“Effective Date”) between Cambridge Financial Group, LLC an SEC registered investment adviser, whose principal mailing address is 6700 N Oracle, Ste 324, Tucson, AZ 85704, (“Advisor”) and (“Client”). Under this Agreement, Advisor will provide Client with a limited financial planning review under the following terms:
Financial Review ContractFinancial Review Contract • September 3rd, 2019 • Arizona
This AGREEMENT is made this day of , 201 (“Effective Date”) between Cambridge Financial Group, LLC a SEC registered investment adviser, whose principal mailing address is 6700 N. Oracle, Ste 324, Tucson, AZ 85704, (“Advisor”) and (“Client”). Under this Agreement, Advisor will provide Client with a limited financial planning review under the following terms:
Financial Review ContractFinancial Review Contract • September 3rd, 2019 • Arizona
This AGREEMENT is made this day of , 20 (“Effective Date”) between Cambridge Financial Group, LLC an SEC registered investment adviser, whose principal mailing address is 6700 N Oracle, Ste 324, Tucson, AZ 85704, (“Advisor”) and (“Client”). Under this Agreement, Advisor will provide Client with a limited financial planning review under the following terms:
