Common Contracts
5 similar Investment Advisory Agreement contracts
Discretionary Investment Advisory AgreementInvestment Advisory Agreement • December 12th, 2022 • Oklahoma
WHEREAS, Advisor provides investment advisory services and Client wishes to retain Advisor to act as his/her investment advisor with the terms and conditions set forth in this Agreement. Unless otherwise stipulated by the Client or Advisor in writing, any subsequently opened Account(s) shall be governed by this Agreement. The authority granted by you to our firm herein shall continue in force until revoked by you in writing. Such revocation shall be effective upon receipt by us.
Discretionary Investment Advisory AgreementInvestment Advisory Agreement • January 31st, 2022
WHEREAS, Advisor provides investment advisory services and Client wishes to retain Advisor to act as his/her investment advisor with the terms and conditions set forth in this Agreement. Unless otherwise stipulated by the Client or Advisor in writing, any subsequently opened Account(s) shall be governed by this Agreement. The authority granted by you to our firm herein shall continue in force until revoked by you in writing. Such revocation shall be effective upon receipt by us.
Investment Advisory AgreementInvestment Advisory Agreement • January 31st, 2022 • Oklahoma
WHEREAS, Advisor is registered with the Oklahoma Department of Securities under the Investment Advisors Act of 1940 as an investment advisor. Unless otherwise stipulated by the Client or Advisor in writing, any subsequently opened Account(s) shall be governed by this Agreement. The authority granted by you to our firm herein shall continue in force until revoked by you in writing. Such revocation shall be effective upon receipt by us.
Investment Advisory AgreementInvestment Advisory Agreement • July 25th, 2018 • Oklahoma
day of , 20 , (the “Effective Date”) by and between Wealth Management Solutions LLC, (hereinafter referred to as “Advisor”) whose primary offices are located at 401 S. Dewey Suite 318 Bartlesville, OK 74003 and
Discretionary Investment Advisory AgreementInvestment Advisory Agreement • July 25th, 2018 • Oklahoma
WHEREAS, Advisor provides investment advisory services and Client wishes to retain Advisor to act as his/her investment advisor with the terms and conditions set forth in this Agreement. Unless otherwise stipulated by the Client or Advisor in writing, any subsequently opened Account(s) shall be governed by this Agreement. The authority granted by you to our firm herein shall continue in force until revoked by you in writing. Such revocation shall be effective upon receipt by us.
