Investment Advisory Services Agreement Lawyers for Carrollton, Texas

Need help with an investment advisory services agreement in Carrollton, Texas?

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Quick Facts — Investment Advisory Services Agreement Lawyers

Meet some of our Carrollton Investment Advisory Services Agreement Lawyers

Bryan B. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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4.9 (178)
Member Since:
October 1, 2020

Bryan B.

Lawyer
Free Consultation
Austin, TX
10 Yrs Experience
Licensed in TX
Penn State Law

Experienced attorney and tax analyst with a history of working in the government and private industry. Skilled in Public Speaking, Contract Law, Corporate Governance, and Contract Negotiation. Strong professional graduate from Penn State Law.

Recent  ContractsCounsel Client  Review:
5.0

"Bryan was swift, communicative, and incredibly helpful. Will definitely work with him again!"

Faryal A. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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4.9 (232)
Member Since:
February 23, 2023

Faryal A.

Attorney/Counsel
Free Consultation
Houston, Texas
4 Yrs Experience
Licensed in TX
University of Houston

Ms. Ayub is an attorney licensed to practice in Texas. Before moving to the US, she has a number of years of experience in contract review, analysis and drafting. Ms. Ayub is available to help you with your legal problems, as well as filling LLC and other business entity formation documents. To know more about her practice, please visit https://ayublawfirmpllc.com/.

Recent  ContractsCounsel Client  Review:
5.0

"It was great to work with Faryal - I appreciated her thoroughness and responsiveness to all of my follow-up questions. She caught many things in my contract drafts that were missing. I feel very confident about utilizing my contracts now!"

Nicholas V. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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5.0 (12)
Member Since:
February 28, 2022

Nicholas V.

Attorney
Free Consultation
Denver, CO
8 Yrs Experience
Licensed in TX AL, CO, NY
Texas A&M University School of Law

I am a solo practitioner, and manager of the Law Office of Nicholas J. Vail, PLLC, with offices in Denver, Colorado and Austin, Texas with a focus on general business and real estate contracts.

Recent  ContractsCounsel Client  Review:
5.0

"Nicholas was great! Highly recommend and I will be using his services again."

Darryl S. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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5.0 (141)
Member Since:
November 9, 2023

Darryl S.

Founder and Counselor-at-Law
Texas
33 Yrs Experience
Licensed in TX
The University of Texas School of Law Austin

I offer flat/fixed fees rather than hourly work to help lower your legal costs and align our interests. I specialize in contract law and focus on making sure your contract is clear, protects your interests and meets your needs. You can expect fast, straightforward communication from me, making sure you understand every step. With my experience, you'll get a detailed review of your contract at a fair, fixed price, without any surprises. I have over 30 years of business and legal experience that I bring to your project. I graduated from The University of Texas School of Law with High Honors in 1993 and practiced at Texas' largest law firm. I have founded companies and so understand how to be helpful as both a lawyer and business owner.

Recent  ContractsCounsel Client  Review:
5.0

"Excellent attorney! D was thorough, communicative, very helpful, and knowledgable about the relevant SaaS topics. Really appreciate his ethical and practical approach to the law--specifically lets you know if certain elements are unnecessary extras charges. I look forward to working with him and his team again in the future!"

Morgan S. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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4.9 (17)
Member Since:
July 31, 2023

Morgan S.

Attorney
Free Consultation
Austin, Texas
5 Yrs Experience
Licensed in TX NY, WV
University of Pittsburgh Law School

Corporate Attorney that represents startups, businesses, investors, VC/PE doing business throughout the country. Representing in a range of matters from formation to regulatory compliance to financings to exit. Have a practice that represents both domestic and foreign startups, businesses, and entrepreneurs. Along with VC, Private Equity, and investors.

Recent  ContractsCounsel Client  Review:
5.0

"Morgan was very detailed in his response and explanations. He showed me red flags, potential solutions, and where problems may occur. He explained some high risk clauses that did not make sense and I should not accept. Overall, Morgan saved me from bad business deal when I flagged his concerns to the counterparty. Thanks Morgan!"

Garrett M. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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5.0 (12)
Member Since:
August 30, 2021

Garrett M.

Attorney
Free Consultation
Dexter, MO
10 Yrs Experience
Licensed in TX MO
University of Texas

I am a solo practitioner with a practice mostly consisting of serving as counsel to start-ups and small business owners and investors. With a practical business background, I aim to bring practical, business minded solutions to my client's legal problems and pride myself on efficient yet effective work.

Recent  ContractsCounsel Client  Review:
5.0

"Garrett was extremely professional, attentive, and adhered to the very tight deadlines we had set. I would like to highlight that, in addition to completing the task assigned to him, he took the initiative to research all parties involved in the contract to provide us with the best possible support. We are very satisfied and look forward to working with him again."

Jordan M. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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5.0 (2)
Member Since:
October 14, 2021

Jordan M.

Partner
Free Consultation
Houston, TX
7 Yrs Experience
Licensed in TX
University of Houston Law Center

I am a software developer turned lawyer with 7+ years of experience drafting, reviewing, and negotiating SaaS agreements, as well as other technology agreements. I am a partner at Freeman Lovell PLLC, where I lead commercial contracts practice group. I work with startups, growing companies, and the Fortune 500 to make sure your legal go-to-market strategy works for you.

Michael C. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
View Michael
5.0 (1)
Member Since:
March 17, 2022

Michael C.

Managing Member
Free Consultation
Remote
15 Yrs Experience
Licensed in TX NY
Wake Forest University School of Law

A seasoned senior executive with experience leading the legal and compliance functions of healthcare entities through high-growth periods. I have experience managing voluminous litigation caseloads, while also handling all pre-litigation investigations for employment, healthcare regulatory, and compliance matters. Similarly, I have led multiple M&A teams through purchase and sale processes, including diligence and contract negotiations. Finally, I have extensive contract review experience in all matters, including debt and equity financing, healthcare payor contracting, vendor and employment agreements, as well as service and procurement agreements.

Recent  ContractsCounsel Client  Review:
5.0

"Michael was super knowledgeable and efficient. He was very attentive, helpful and made himself available pursuant to our needs as well. He completed the initial drafts well before the scheduled timeframe. We are very pleased with his work ethic and delivery of this project. He was also very easy to work with. We recommend his legal services without hesitation. Would definitely hire him again!"

Mark D. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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5.0 (4)
Member Since:
March 15, 2022

Mark D.

Attorney
Free Consultation
Dallas/Houston Texas
31 Yrs Experience
Licensed in TX CO
Thomas M Cooley Law School

Partnering with business clients to keep their greatest asset - their employees - from becoming their biggest liability. Mark accomplishes this by working with in-house counsel and human resource professionals of several Fortune 50 companies, as well as many smaller public and privately held profit and not for profit organizations, to provide advice and counsel on the day to day employment and workforce practice issues encountered by those organizations. For over fifteen years Mark has been Board Certified in Labor and Employment Law by the Texas Board of Legal Specialization. He is licensed and practices in both Texas and Colorado and has focused his practice for the last 20 plus years on defending companies in employment and labor related matters. During this time Mark has had extensive experience in handling and responding to a wide range of local, state and federal employment issues that impact the management and operations of businesses in a wide range of industries. Mark's experience includes appearances before state and federal agencies and regulatory boards, litigation in both state and federal courts, defense of class actions and appearances before courts of appeal. While Mark regularly handles matters in litigation, he has a high regard for handling every issue with the best interest of the client’s business. Mark is a published author and regular speaks on labor, employment and workplace practice topics. Whether it be an investigation by the Occupational Safety and Health Administration (OSHA), the Wage & Hour division of the U.S. Department of Labor, or other state agency; an Equal Employment Opportunity Commission (EEOC) or state agency charge claiming a violation of local, state or federal employment or labor laws; or the need for direction on a hiring, termination or business operational issue involving employees, Mark has extensive experience in handling these and many other employment and labor issues.

Recent  ContractsCounsel Client  Review:
5.0

"opened by mistake. but i have kept all your contact info and will be in touch for anything we need in the future!"

Tom L. - Investment Advisory Services Agreement Lawyer in Carrollton, Texas
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Member Since:
February 7, 2022

Tom L.

Managing Member
Free Consultation
Houston
19 Yrs Experience
Licensed in TX
Louisiana State University Law Center

Tom is a former chief legal officer of public and private companies. He has extensive experience in mergers & acquisitions, commercial transactions, joint ventures, finance, securities laws and general corporate law across a broad range of industries, including construction, consumer products, e-commerce, energy and healthcare. As an attorney who practiced at two different Top 50 international law firms, he can deliver "Big Law" service at a competitive price. Prior to becoming a lawyer, Tom served as an officer in the U.S. Army and attained the rank of Captain. He served a tour in Iraq where he led a reconnaissance platoon and was awarded the Bronze Star Medal.

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Frequently Asked Questions

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

Lawyer Reviews for Carrollton Investment Advisory Services Agreement Projects

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."

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Investment Advisory Contract
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Clients Rate Lawyers 4.9 Stars
based on 21,379 reviews
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ContractsCounsel User

Recent Project:
Review of an investment advisory agreement
Location: Texas
Turnaround: Less than a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 9
Bid Range: $400 - $1,200

ContractsCounsel User

Recent Project:
investment adviser's standard advisory contract
Location: Texas
Turnaround: Less than a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 5
Bid Range: $495 - $1,750

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Clients Rate Lawyers 4.9 Stars
based on 21,379 reviews

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