Common Contracts
2 similar Financial Planning and Consulting Agreement contracts
FINANCIAL PLANNING AND CONSULTING AGREEMENTFinancial Planning and Consulting Agreement • March 6th, 2019 • Delaware
AGREEMENT, made this day of , 20 between the undersigned party, , whose mailing address is (hereinafter referred to as the “CLIENT”), and Coastal Investment Advisors, a registered investment adviser, whose principal mailing address is at 1201 North Orange Street, Suite 729, Wilmington, Delaware 19801 (hereinafter referred to as the “PLANNER”).
FINANCIAL PLANNING AND CONSULTING AGREEMENTFinancial Planning and Consulting Agreement • March 6th, 2019 • Delaware
AGREEMENT, made this day of , 20 between the undersigned party, , whose mailing address is (hereinafter referred to as the “CLIENT”), and Coastal Investment Advisors, a registered investment adviser, whose principal mailing address is at 1201 North Orange Street, Suite 729, Wilmington, Delaware 19801 (hereinafter referred to as the “PLANNER”).
