Unclaimed Profile

Robert Alan Forbes

NEXUS FINANCIAL PROGRAMS, INC.·COLORADO SPRINGS, Colorado

Clean recordNEXUS FINANCIAL PROGRAMS, INC.

2910 N. ARCADIA, COLORADO SPRINGS, CO 80907CRD# 723471Firm CRD# 106893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Alan Forbes · COLORADO SPRINGS, CO

Registration

CRD #723471 · NEXUS FINANCIAL PROGRAMS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Alan Forbes is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with NEXUS FINANCIAL PROGRAMS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NEXUS FINANCIAL PROGRAMS, INC.

AUM

$42M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEXUS FINANCIAL PROGRAMS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 723471

Firm CRD# 106893

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Alan Forbes offer?

Robert Alan Forbes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Robert Alan Forbes's credentials?

Robert Alan Forbes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Alan Forbes located?

Robert Alan Forbes is based in COLORADO SPRINGS, Colorado, working with NEXUS FINANCIAL PROGRAMS, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Robert Alan Forbes charge for services?

Robert Alan Forbes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEXUS FINANCIAL PROGRAMS, INC.?

NEXUS FINANCIAL PROGRAMS, INC. has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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