Common Contracts
2 similar Investment Advisory Client Agreement contracts
GENESIS MODEL PORTFOLIOS INVESTMENT ADVISORY CLIENT AGREEMENTInvestment Advisory Client Agreement • March 28th, 2019 • New York
This Investment Advisory Client Agreement (“Agreement”) is entered into by and between Royal Alliance Associates, Inc., (“Royal Alliance” or “Advisor”), a registered investment adviser and securities broker- dealer, VISION2020 Wealth Management Corp., a registered investment adviser and the client (“Client”). Investment Adviser Representative (“Investment Advisory Representative”) is an advisory representative of Advisor and acts on behalf of Advisor.
GENESIS MODEL PORTFOLIOS INVESTMENT ADVISORY CLIENT AGREEMENTInvestment Advisory Client Agreement • March 20th, 2018 • New York
This Investment Advisory Client Agreement (“Agreement”) is entered into by and between Royal Alliance Associates, Inc., (“Royal Alliance” or “Advisor”), a registered investment adviser and securities broker- dealer, VISION2020 Wealth Management Corp., a registered investment adviser and the client (“Client”). Investment Adviser Representative (“Investment Advisory Representative”) is an advisory representative of Advisor and acts on behalf of Advisor.
