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Advisory Agreement
Form ADV Part 2
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Step
1
of
6
16%
Username
(Required)
Password
(Required)
Enter Password
Confirm Password
Strength indicator
Your password should be 8-20 characters. Make your password stronger by using special symbols and both upper lower case letters.
Tell us About Yourself
first name
(Required)
midddle name
lastname
(Required)
Suffix
Birthdate
(Required)
MM slash DD slash YYYY
citizenship
Citizenship
U.S Citizen
Resident alien
Nonresident alien
Gender
(Required)
Gender
Male
Female
Undisclosed
Section Break1
Primary Residence
This can't be a P.O. box, private mailbox service, or rural route
Address
zip1
city
state
Section Break
Mailing address
same as primary
Same as my primary residence
address2
zip2
city2
state2
Set up your security questions
Security question 1
(Required)
What was the first name of your first boyfriend or girlfriend? (FIRST NAME only)
What is your current best friend's First Name?
What is your MATERNAL grandmother's FIRST NAME?
What is the FIRST NAME of the best man/maid of honor at your wedding?
What was the name of your first pet? (FIRST NAME only)
What is your MATERNAL grandfather's FIRST NAME?
What was your childhood best friend's FIRST NAME?
Security question 1 answer
(Required)
Security question 2
(Required)
What was your high school mascot? (don't use the word "the")
Who is your favourite athlete? (LAST NAME Only)
What was your favourite place to Visit as a child (Enter full name of CITY only)
What is your favourite hobby?
Where did you and your spouse meet for the first time? (Enter full name of CITY only)
Who is your favourite female actor (Last Name Only)?
What is the name of your FIRST employer (don't use "The", "Inc.", or "Co. ")
Security question 2 answer
(Required)
Security question 3
(Required)
In what CITY did you honeymoon? (Enter full name of CITY only)
In what CITY was your mother born? (Enter full name of CITY only)
In what CITY were you married (Enter full name of CITY only)?
What was the first name of your first manager?
What is the name of the hospital in which you were born?
What is your favorite book?
Who is your favotite male actor (Last Name Only)?
Security question 3 answer
(Required)
Let's set up your payout rate and frequency
Payout Rate
Zero percent a year
COLA (cost o living-adjusted) 3% (a low risk of outliving your savings)
COLA 4% (a moderate risk)
COLA 5% (a high risk)
COLA 6% (a very high risk)
variable payout rate (I will decide the amount of money to withdraw when I need money)
not decided yet
Payout Frequency
No payout until I decide later
biweekly
monthly
quarterly
yearly
Lastly there are agreements
Please read and agree to the following terms.
all agree field
(Required)
By clicking this box, you agree for our
Advisory Agreement
, consent to electronic delivery of communications and our
Privacy Policy
, and acknowledge that you have received a copy of our
Form ADV Part 2
.
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