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Wendell Charles: New Client Intake
Important Notes
Contact Preference
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Email
Phone
Mobile
Personal Information
Preferred Name
First Name
Last Name
Mobile
Email
Gender
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Female
Male
Decline to Specify
Other
Marital Status
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Single
Married
Separated
Divorced
Widowed
Other
SSN
Number Of Children
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Primary Address
Residence Street
Residence City
Residence State/Province
Residence Zip/Postal Code
Mailing Address
Mailing City
Mailing Street
Mailing State/Province
Mailing Zip/Postal Code
Employment Information
Occupation
Current Employer
Employer Address
Financial Information
Annual Income
Liquid Net Worth
Please select...
$1 - $24,999
$25,000 - $49,999
$50,000 - $99,999
$100,000 - $249,999
$250,000 - $499,999
$500,000 - $749,999
$750,000 - $999,999
$1 million and over
Net Worth
Investment Objective
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Income with Capital Preservation
Income with Moderate Growth
Growth with Income
Growth
Aggressive Growth
Investment Time Horizon
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1-3 years
3-5 years
5-10 years
10+ years
Risk Tolerance
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Aggressive
Conservative
Moderate
None
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Bank Account #
Bank Routing #
Contact Information
