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Primary Client Info
Secondary Client Info
Beneficiaries
Inherited Assets
Documents
1/5
Primary Client Information:
Full Legal Name
Social Security Number
Street Address
City, State, Zip Code
Date of Birth
Email Address
Phone Number
Driver License Information:
Driver License #
Driver License State
Driver License Issue Date
Driver License Expiration Date
Employment Information:
Occupation
Employer Name
Employer Full Address
Mother's Maiden Name
0%
Secondary Client Information:
25%
Beneficiary (1):
Relationship
Email
Primary or Contingent PrimaryContingent
Percentage
Beneficiary (2):
Beneficiary (3):
50%
If transferring an Inherited IRA:
Decedent's Full Legal Name
Decedent's Date of Birth
Decedent's Social Security Number
Decedent's Date of Death
Relationship to Decedent
***Please attach a copy of the Decedent's Death Certificate on the Documents screen.
75%
1. If you are transferring an account, please upload the most recent account statement(s). 2. Link a voided check to be able to link your investment account to a personal bank account. 3. If we are opening an Inherited IRA, please upload a copy of the decedent's death certificate.
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Copyright 2025 LeConte Wealth Management LLC. All rights reserved.
Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.
Copyright 2025 LeConte Wealth Management LLC. All rights reserved
Advisory Services offered through LeConte Wealth Management, LLC., an SEC Registered Investment Adviser.
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