Common Contracts

1 similar Financial Planning & Consulting Agreement contracts

F I N A N C I A L P L A N N I N G & C O N S U L T I N G A G R E E M E N T
Financial Planning & Consulting Agreement • August 27th, 2014 • Washington

(hereinafter referred to as the “CLIENT”), and TRADEWINDS CAPITAL MANAGEMENT, LLC, a registered investment adviser (hereinafter referred to as the “PLANNER”). The mailing address for the various Tradewinds Capital Management, LLC offices are as follows:

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