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PLEASE REVIEW IMPORTANT DISCLOSURE INFORMATION SET FORTH IN THE DISCLOSURES SECTION OF THIS WEBSITE.

To find out if Spectrum is licensed to do business in your state and for help in determining whether Spectrum is the right Investment Advisor for you, please call and speak with one of our Investment Specialists.

The following forms are for your review only. They are not provided to facilitate opening an account with Spectrum.

Confidential Client Profile 2006
Tactical Asset Allocation Agreement
Strategic Asset Allocation Letter of Engagement
 

Spectrum Financial Inc.
2940 N. Lynnhaven Road | Suite 200 | Virginia Beach, Virginia 23452
Tel: 757-463-7600

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Spectrum forms are provided primarily in Acrobat PDF format. If you are unable to open these documents, you can access software that will allow you to view the files.

Adobe Acrobat Reader

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files.