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Allen Curtis Forrest

FR FINANCIAL ADVISORS LLC·CORAL SPRINGS, Florida
Series 6, Series 7, Series 24, Series 66Clean record22 years registeredFR FINANCIAL ADVISORS LLC
5521 UNIVERSITY DRIVE, CORAL SPRINGS, FL 33067CRD# 4094827Firm CRD# 135980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allen Curtis Forrest · CORAL SPRINGS, FL
Registration
CRD #4094827 · FR FINANCIAL ADVISORS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

FR FINANCIAL ADVISORS LLC
Aug 2005 – present
RK ADVISORS
Aug 2004 – Aug 2005
CORAL SPRINGS, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 66
Registration record
First registered · August 5, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FR FINANCIAL ADVISORS LLC
CRD 135980 · SEC 801-130330
AUM
$109M
Regulatory assets under management
Employees
2
299 client accounts
Services offered by FR FINANCIAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FR FINANCIAL ADVISORS LLC →
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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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