Investment Advisory Services Agreement Lawyers for Victorville, California

Need help with an investment advisory services agreement in Victorville, California?

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Quick Facts — Investment Advisory Services Agreement Lawyers

Meet some of our Victorville Investment Advisory Services Agreement Lawyers

Alexander N. - Investment Advisory Services Agreement Lawyer in Victorville, California
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5.0 (85)
Member Since:
June 17, 2024

Alexander N.

Founder
Free Consultation
Los Angeles, California
10 Yrs Experience
Licensed in CA
University of Southern California Gould School of Law

Having overseen over $1.2 billion in transaction value, we are able to provide top-tier service at affordable rates, with much more personalized attention and fast turnarounds. After working for a AM Law Top 100 firm, I started my own firm and have been lucky enough to represent numerous conglomerates (FOX, Endeavor, etc.), promising startups, small businesses and private individuals. Our areas of expertise - Business Formations and Operating Agreements; Capital Raises and Debt Financing; Commercial Transactions; M&A; Real Estate; Intellectual Property; Employment and Hiring; Outside General Counsel; Corporate Agreements and Governance; Litigation and Dispute Resolution. We have been featured in The Wall Street Journal, Marketwatch, Yahoo Finance, Variety, Business Insider, Los Angeles Magazine, the LA Times, and others. We are driven by an unwavering commitment to our clients, going above and beyond to deliver results.

Recent  ContractsCounsel Client  Review:
5.0

"Excellent work. Drafted a very thorough contract that matched my exact needs."

William B. - Investment Advisory Services Agreement Lawyer in Victorville, California
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4.8 (59)
Member Since:
May 23, 2025

William B.

Attorney
Free Consultation
Glendale, CA
5 Yrs Experience
Licensed in CA
Southwestern Law School

Attorney based in Southern California (for in-person matters), taking clients globally/remotely for CA-specific and Federal legals needs. Owner and operator of Alchemist Attorney, Inc. (www.alchemistattorney.com).

Recent  ContractsCounsel Client  Review:
4.7

"William responded quickly and delivered the project documents as promised. He reviewed my documents carefully and made revisions to protect myself in a lease to buy agreement."

Dolan W. - Investment Advisory Services Agreement Lawyer in Victorville, California
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5.0 (832)
Member Since:
September 8, 2024

Dolan W.

Attorney
Free Consultation
San Diego, California
10 Yrs Experience
Licensed in CA
Purdue Law School

You need a lawyer who's more than just knowledgeable – you need someone who's on your side. That's where I come in. I'll be there every step of the way, offering clear communication and proactive solutions. Whether you're starting a business or navigating a complex legal matter, I'll help you make informed decisions and achieve your goals. I also have drafted many templates to save you money. Just use this link - https://www.contractscounsel.com/client/lawyer-profile/3764#Templates You can learn more about my firm at https://williamslawsd.com Why Choose Me? I put you first I'm proactive I'm efficient I'm accessible

Recent  ContractsCounsel Client  Review:
5.0

"Dolan made it easy to get the two documents completed for the website easy."

Michael S. - Investment Advisory Services Agreement Lawyer in Victorville, California
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4.9 (8)
Member Since:
April 16, 2023

Michael S.

Managing Partner
Free Consultation
Los Angeles, California
31 Yrs Experience
Licensed in CA NY
Harvard Law School

I began my career at "big law" firms, worked in-house for 14 years, and now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.

Recent  ContractsCounsel Client  Review:
4.0

"Completed most of the work with majority of the answers correct!"

Brian S. - Investment Advisory Services Agreement Lawyer in Victorville, California
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Member Since:
December 15, 2023

Brian S.

Corporate Attorney
Free Consultation
Arizona, United States
25 Yrs Experience
Licensed in CA AZ, DC, TX
South Texas College of Law Houston

I am a corporate lawyer with over 15 years of experience in litigation and in advising companies on a variety of legal issues, including mergers and acquisitions, securities regulations, and contract negotiations. I have a deep understanding of the technology industry and have represented numerous tech companies in my career.

Koohyar H. - Investment Advisory Services Agreement Lawyer in Victorville, California
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Member Since:
July 7, 2026

Koohyar H.

Solo attorney
Free Consultation
San Francisco, CA
5 Yrs Experience
Licensed in CA
Golden Gate University School of Law

I'm an attorney who loves music, comedy, and tech. My goal is to help creative people and entrepreneurs focus on their ideas by taking care of the boring legal stuff for them.

Scott B. - Investment Advisory Services Agreement Lawyer in Victorville, California
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Member Since:
January 26, 2024

Scott B.

Partner
Free Consultation
Los Angeles, CA
3 Yrs Experience
Licensed in CA
Purdue Global Law School

Scott Bowen, Esq brings legal experience in family law, special education law, and healthcare law matters. Scott also has over 20 years of expertise in healthcare compliance, medical coding, and healthcare consulting to the firm.

Aaron S. - Investment Advisory Services Agreement Lawyer in Victorville, California
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Member Since:
January 28, 2024

Aaron S.

Attorney
Free Consultation
Los Angeles, CA
7 Yrs Experience
Licensed in CA TX
University of Texas School of Law

My passion is protecting the passions of others. I have 5+ years of contract review, and all aspects of entertainment law including negotiation, mediation, intellectual property, copyright, and music licensing. I also have experience working with nonprofits, and small businesses helping with formation, dissolution, partnerships, etc. I am licensed in both Texas and California.

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Frequently Asked Questions

How do I hire a lawyer to draft an investment advisory services agreement in California?

Lawyer Reviews for Victorville Investment Advisory Services Agreement Projects

Financial planner contract

5.0

"Allen was very thorough and explained everything in a manner we could understand. He was not only knowledgeable on contracts but financial contracts and potential issues. I will not hesitate to retain Allen for future projects."

Reply From Allen L.

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Virginia
Review
Investment Advisory Contract
ContractsCounsel User

Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement

5.0

"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."

Arizona
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Investment Advisory Contract
ContractsCounsel User

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