Richard D. Magarian

REGISTERED INVESTMENT ADVISOR

Forms

Please print out the following forms, fill out completely and mail them to me to prepare for our Introductory Meeting.

My mailing address is: 2231 Carleton Street, Berkeley, CA 94704

Confidential Information Sheet
Risk Tolerance Quiz

* If you do not have Adobe Acrobat on your computer, click here to download a free copy.

 

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