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Financial Planning

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Legal Docs

Legal Documents and Forms for Linkous Group, LTD

    • Comprehensive Portfolio Management Agreement
    • Asset Management Agreement  
    • Portfolio Monitoring  Agreement
    • Financial Planning and Consulting Agreement 
    • Form ADV Part 2A
    • Form ADV Part 2B
    • Privacy Policy
    • Receipt of Documents
    • Investment Adviser Compliance Manual 
    • LPL Relationship Summary

 

 

 

 

 

 

 

 

 

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    Copyright © 2023

    The Linkous Group, Ltd. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where The Linkous Group, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Linkous Group, Ltd. unless a client service agreement is in place.

    Check out your broker with BrokerCheck ,  Susan Linkous, CRD #2938653 brokercheck_logo-new