ContractFinancial Planning & Consulting Agreement • December 14th, 2019
This Financial Planning & Consulting Agreement (“Agreement”) is entered into this day _ of _ 20 __, by and among Church Organizers Foundation (“The Foundation”), a registered investment adviser and the Investment Adviser Representative (“IAR”) whereby Client desires to receive financial planning and/or consulting services as outlined below.
FINANCIAL PLANNINGFinancial Planning & Consulting Agreement • April 23rd, 2020
Thank you for the opportunity to work with you as your financial planner. This agreement outlines the specific terms of the financial planning engagement between us NAMCOA® (Naples Asset Management Company®, LLC and you as our client.
FINANCIAL PLANNING & CONSULTING AGREEMENTFinancial Planning & Consulting Agreement • February 17th, 2019
This Agreement is entered into this day of 20 , by the investment adviser, Athena Advisor Services, LLC, (hereinafter referred to as “Adviser”, “Our firm”, “We” or “Us”), through its advisory representative (“Consultant”) and (“Client”). In consideration of the mutual benefits to be derived from this Agreement, it is understood and agreed as follows:
FINANCIAL PLANNING & CONSULTING AGREEMENTFinancial Planning & Consulting Agreement • January 24th, 2024
This Agreement is made effective as of between the undersigned party (hereinafter referred to as the “Client”) and Aging Issues Management LLC (“AIM”), a Registered Investment Adviser located at 4419 White Plains Road, Bronx, New York 10470 (collectively referred to as the “Parties”). Financial planning is offered through Aging Issues Management LLC, a Registered Investment Advisor not affiliated with LPL Financial.
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 TFinancial 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:
This agreement is entered into between OneAmerica Securities, Inc., a Registered Investment Advisor, andFinancial Planning/Consulting Agreement • October 1st, 2020 • Indiana
for the express purpose of performing financial planning or financial consulting services tailored to the needs of Client.
FINANCIAL PLANNING & CONSULTING AGREEMENTFinancial Planning & Consulting Agreement • June 14th, 2020 • Arizona
This Agreement is entered into this day of 20 , by the investment adviser, The Linkous Group, LTD, (hereinafter referred to as “Adviser”, “Our firm”, “We” or “Us”), through its advisory representative (“Planner”) and (“Client”). In consideration of the mutual benefits to be derived from this Agreement, it is understood and agreed as follows:
FINANCIAL PLANNING & CONSULTING AGREEMENTFinancial Planning & Consulting Agreement • June 17th, 2019 • Pennsylvania
("Client"), and Independence Square Holdings, LLC, a registered investment advisor, whose principal mailing address is 150 South Warner Rd, Suite 300, King of Prussia, Pennsylvania 19406 ("Advisor")
Financial Planning & Consulting AgreementFinancial Planning & Consulting Agreement • September 30th, 2022 • Illinois
This Agreement between Adviser and the Client is in effect from the time Adviser receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Adviser to provide financial planning and/or consulting services for the Client.
FINANCIAL PLANNING CONSULTING AGREEMENTFinancial Planning Consulting Agreement • October 5th, 2016 • Florida
Client and Joint Client (collectively “Client”), Signator Investors, Inc. (“Signator”), an investment advisor registered with the Securities and Exchange Commission, and the Investment Advisor Representative identified above (“Advisor”) who is associated with Signator, agree as follows:
Financial Planning & Consulting AgreementFinancial Planning & Consulting Agreement • June 9th, 2020 • Illinois
This Financial Planning & Consulting Agreement (the “Agreement”) is made and entered into this day of , 20 (the “Effective Date”) by and between AMC Wealth Management, LLC (hereinafter referred to as “Adviser”), a registered investment adviser and (hereinafter referred to as “Client”).
AMC Wealth Management, LLCFinancial Planning & Consulting Agreement • November 17th, 2022 • Illinois
This Agreement between Adviser and the Client is in effect from the time Adviser receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Adviser to provide financial planning and/or consulting services for the Client.
FINANCIAL PLANNING & CONSULTING AGREEMENTFinancial Planning & Consulting Agreement • March 15th, 2019 • Illinois
This Agreement is entered into this day of 20 , by the investment adviser, Sequoia Wealth Management, LLC, (hereinafter referred to as “Adviser”, “Our firm”, “We” or “Us”), through its advisory representative (“Planner”) and
