Common Contracts

ADVISOR MANAGED PORTFOLIOS CLIENT AGREEMENT

Client Agreement • March 20th, 2018 • New York

• Contract Type
  Client Agreement
• Filed
  March 20th, 2018
• Jurisdiction
  New York

This Client Agreement (“Agreement”) is entered into by and between Woodbury Financial Services, Inc., (“Woodbury” or “Advisor”), a registered investment adviser and securities broker-dealer, VISION2020 Wealth Management Corporation, a registered investment adviser and the client (“Client”). Investment Adviser Representative (“Advisory Representative”) is an advisory representative of Woodbury and acts on behalf of Woodbury.