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advisory account

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Financial Dictionary

advisory account

A brokerage account in which the broker may make limited investment decisions without consulting the customer. Securities traded in the account are confined to those that meet the customer's investment goals. Compare discretionary account.

Wall Street Words: An A to Z Guide to Investment Terms by David L. Scott.
Copyright © 2003. Published by Houghton Mifflin.
Cite This Source
Consulting
Consulting & Enterprise Integration For End-to-End Solutions. From AT&T
att.com/enterprise
Account Advisors
Wachovia Securities is Now Wells Fargo Advisors. Learn more!
www.WellsFargoAdvisorsInfo.com
Search another word or see advisory account on Thesaurus | Reference
Retirement Planning
With A Thriving Relationship Located in Orange, CA
www.BenchmarkWealthManagement.com
Consulting For Banks
Through Strategic Partnership, We Help Banks Thrive And Grow.
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