Common Contracts

ADVISOR MANAGED PORTFOLIOS CLIENT AGREEMENT

Client Agreement • May 18th, 2022 • New York

• Contract Type
  Client Agreement
• Filed
  May 18th, 2022
• 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 Corp. (“Manager”), 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.