Advisors where GVA handles their custom fee billing at LPL Financial no longer require form F482 to be on file, which means no more client signature(s).
GVA’s RIA has been approved to custom fee bill using AdvisorBOB, and therefore on a go-forward basis, you would utilize LPL Form F823. This form is signed by the advisor and sent directly to GVA for processing.
Contact GVA Operations with any questions.
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