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(805) 994-9557

 

©2020 - Lily Wealth Mangement

All rights reserved.

Advisory services offered through Prosperity Financial Group, Inc. Lily Wealth Management is a DBA of Prosperity Financial Group, Inc. Prosperity Financial Group, Inc. is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Prosperity Financial Group, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Prosperity Financial Group, Inc. unless a client service agreement is in place. Additional disclaimers here: lilywealthmanagement.com/disclaimers

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    MARKETS CHANGE AND SO WILL WE. TM

    Most Commonly Requested Forms

    Applications 

    • Standard Account Application

    • IRA Account Application (All Types)

    • Personal Trust Account Application

     

     

    Required For Most Clients

    • Limited Power of Attorney

    • Account Transfer Form

    • AdvisorClient Login Request

    • Asset Based Pricing Program Agreement

    • Advisory Services Agreement

    • Move Money Authorization

     

    Optional Forms

    • Authorization to Household Statements

    • Authorization to Mail Proxies to Advisor

    • Direct Deposit Application

    • Transfer on Death (TOD) Request Form

    • Wire Request Form

     

    Disclosures

    • TD Ameritrade Disclosure Packet

    • TD Ameritrade IRA Disclosures

    • Korth ADV Part 2B

    • Kacvinsky ADV Part 2B