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GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENT This Account Agreement (Agreement) is entered into by and among LPL Financial LLC (LPL), a registered investment advisor and broker dealer, the LPL
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GWP Account Agreement Guided Wealth Portfolios refers to a structured investment program that utilizes a range of investment options to help individuals achieve their financial goals through personalized investment strategies.
Individuals or entities participating in the Guided Wealth Portfolios program must file the GWP Account Agreement, particularly those managing investments or seeking to establish a formal investment strategy.
To fill out the GWP Account Agreement, one needs to provide personal and financial information, indicate investment objectives, and sign the agreement, ensuring all sections are completed accurately.
The purpose of the GWP Account Agreement is to outline the terms and conditions of the investment management services provided, ensuring that both the client and the service provider understand their roles and responsibilities.
The information that must be reported includes personal identification details, financial status, investment objectives, risk tolerance, and any other relevant information necessary for managing the investment portfolio.
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