Common Contracts

FINANCIAL PLANNING AND CONSULTING AGREEMENT

Financial Planning and Consulting Agreement • March 6th, 2019 • Delaware

• Contract Type
  Financial Planning and Consulting Agreement
• Filed
  March 6th, 2019
• Jurisdiction
  Delaware

AGREEMENT, made this day of , 20 between the undersigned party, , whose mailing address is (hereinafter referred to as the “CLIENT”), and Coastal Investment Advisors, a registered investment adviser, whose principal mailing address is at 1201 North Orange Street, Suite 729, Wilmington, Delaware 19801 (hereinafter referred to as the “PLANNER”).