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Allen Curtis Forrest

FR FINANCIAL ADVISORS LLC·CORAL SPRINGS, Florida
Unclaimed Profile
5521 UNIVERSITY DRIVE, CORAL SPRINGS, FL 33067CRD# 4094827Firm CRD# 135980
01

About

Allen Curtis Forrest is a registered financial advisor based in CORAL SPRINGS, Florida, affiliated with FR FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FR FINANCIAL ADVISORS LLC
FR FINANCIAL ADVISORS LLC
AUM
$109M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FR FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4094827
Firm CRD# 135980
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allen Curtis Forrest offer?
Allen Curtis Forrest specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORAL SPRINGS, Florida for a consultation.
What are Allen Curtis Forrest's credentials?
Allen Curtis Forrest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Curtis Forrest located?
Allen Curtis Forrest is based in CORAL SPRINGS, Florida, working with FR FINANCIAL ADVISORS LLC. Their office serves clients in the CORAL SPRINGS metropolitan area and surrounding communities.
How does Allen Curtis Forrest charge for services?
Allen Curtis Forrest's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FR FINANCIAL ADVISORS LLC?
FR FINANCIAL ADVISORS LLC has approximately 2 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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