Common Contracts
2 similar Financial Planning and Consulting Agreement contracts
Use this form for providing Financial Planning and Consulting services. Please fill in all necessary fields within the Agreement. Client(s) must initial and date any modifications made to the Agreement after the Agreement is signed by the Client(s).Financial Planning and Consulting Agreement • April 9th, 2015 • Florida
This Financial Planning and Consulting Agreement (“Agreement”), effective on the day of 20 between the below signed party(ies) (hereinafter referred to as the “Client”); and IFP Advisors, Inc. d/b/a Independent Financial Partners (“IFP”), an investment adviser registered with the U.S. Securities and Exchange Commission (the “RIA”), doing business through the Investment Adviser Representative(s) identified in the signature block immediately following Section 17 (Page 5) below, and doing business as
Use this form for providing Financial Planning and Consulting services. Please fill in all necessary fields within the Agreement. Client(s) must initial and date any modifications made to the Agreement after the Agreement is signed by the Client(s).Financial Planning and Consulting Agreement • November 13th, 2014 • Florida
This Financial Planning and Consulting Agreement (“Agreement”), effective on the day of 20 15 between the below signed party(ies) (hereinafter referred to as the “Client”); and IFP Advisors, Inc. d/b/a Independent Financial Partners (“IFP”), an investment adviser registered with the U.S. Securities and Exchange Commission (the “RIA”), doing business through the Investment Adviser Representative(s) identified in the signature block immediately following Section 24 (Page 7) below, and doing business as
