Common Contracts

Financial Planning Advisory Agreement

Financial Planning Advisory Agreement • December 12th, 2022 • Oklahoma

• Contract Type
  Financial Planning Advisory Agreement
• Filed
  December 12th, 2022
• Jurisdiction
  Oklahoma

This Agreement entered into this day of , 20 by and between Wealth Management Solutions LLC, a Registered Investment Advisor, whose principal office is located in Claremore Oklahoma. (hereinafter called “Advisor”) and with residence or place of business at (hereinafter called “Client”).