Financial Planning Consulting Agreement Sample Contracts

FINANCIAL PLANNING & CONSULTING AGREEMENT
Financial 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:

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FINANCIAL PLANNING CONSULTING AGREEMENT
Financial 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:

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