Discovery Snapshot

Client Data Sheet

Client Update
Client Information Per Household
Name*

First NameLast Name
Marital Status
Spouse's Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Spouse's Phone Number
Please enter a valid phone number.
Email*
example@example.com
Spouse's Email
example@example.com
Date of Birth*

MonthDayYear
Date
Spouse's Date of Birth

MonthDayYear
Date
YesNo
If you are not a U.S. Citizen, what is your nation of birth?
Driver's License Number*
Issuing State*
Issued Date*

MonthDayYear
Date
Expiration Date*

MonthDayYear
Date
Spouse's Driver's License Number
Spouse's Issuing State
Issued Date

MonthDayYear
Date
Spouse's Expiration Date

MonthDayYear
Date
Date of Marriage

MonthDayYear
Date
Primary Bank Name*
Beneficiary Name (If Changed In Last 2 Years)

First NameLast Name
Beneficiary Name (If Changed In Last 2 Years)

First NameLast Name
Trusted Contact Name (Contact Only No Account Info Shared)*

First NameLast Name
Trusted Contact Phone Number*
Please enter a valid phone number.
Trusted Contact Relationship*
Trusted Contact Email*
example@example.com
Trusted Contact Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Suitability - Finances & Tax Status
Estimated Annual Income*
Estimated Net Worth (Excluding Primary Residence)*
Total Estimated Liquid Net Worth (Excluding Primary Residence)*
Assets Held Away
Annual Expenses (Est)*
Federal Tax Bracket*
Save for EducationGenerate IncomePreserve WealthRetirement PurposesAccumulate WealthMarket SpeculationSave for Short-Term Goals
Investment Objective*
Investment Time Horizon*
Investment Knowledge*
Liquidity Needs*
What is your priority as it relates to liquidity and guarantees?*
What is your attitude about the level of advice that you would like and feel you need?*
What is your general attitude and sensitivity toward fees?*
What is your situation regarding insurance coverage?*

Outside of AWA Investment Experience (Indicate # of Years)*

Rows	Number of Years	Current Balance
Mutual Funds
Stocks
Bonds
Limited Partnerships
Variable Annuities
Options
Alternative Investments
Employer Plans
Managed Accounts
Cash/Checking/Savings

This form collects data for informational purposes only and does not supersede any data or information reported on official Cambridge forms. This information is provided by you (the client). If any of the information is incorrect, you should notify your financial professional. The information provided by you should be reviewed periodically and updated when either the information or your circumstances change.

CA Insurance Lic. #0G80589. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of the following states: CA, CO, DC, FL, GA, HI, IL, MA, MD, MN, MO, MT, NJ, NV, NC, NY, OH, OK, PA, SC, TX, VT, VA, WV, WY. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Financial planning services through Align Wealth Advisors, a Registered Investment Adviser. Cambridge and Align Wealth Advisors are not affiliated. Cambridge does not offer tax or legal advice.
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Client Data Sheet

Client Information Per Household

Suitability - Finances & Tax Status