Wealth Management Advisory and Consulting Agreement Sample Contracts

Use this form for providing advisory services on accounts custodied at LPL Financial. Please fill in all necessary fields within the Agreement. Client(s) must initial and date any modifications made to the Agreement after the Agreement is signed by...

Wealth Management Advisory and Consulting Agreement • February 27th, 2017 • Florida

• Contract Type
  Wealth Management Advisory and Consulting Agreement
• Filed
  February 27th, 2017
• Jurisdiction
  Florida

This Wealth Management Advisory and Consulting Agreement (“Agreement”), effective on the day of 20 (date advisory services are scheduled to start) between the below signed party(ies) (hereinafter referred to as the “Client”); and IFP Advisors, Inc. d/b/a Independent Financial Partners, an investment adviser registered with the U.S. Securities and Exchange Commission (the “RIA”), doing business through the Investment Adviser Representative(s) identified in the signature block immediately following Section 24 (Page 7) below, and doing business as (if applicable), collectively referred to herein as “Advisor”, and who have executed this Agreement in their capacity as Advisor for Client under the terms and conditions specified herein.