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James Franklin Forrester

JAMES FRANKLIN FORRESTER, JR.·GRAPEVINE, Texas
Clean recordJAMES FRANKLIN FORRESTER, JR.
1111 MAIN STREET, SUITE 101, GRAPEVINE, TX 76051CRD# 1016330Firm CRD# 114347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Franklin Forrester · GRAPEVINE, TX
Registration
CRD #1016330 · JAMES FRANKLIN FORRESTER, JR.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

James Franklin Forrester is a registered financial advisor based in GRAPEVINE, Texas, affiliated with JAMES FRANKLIN FORRESTER, JR.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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Firm Overview

Firm
JAMES FRANKLIN FORRESTER, JR.
FORRESTER FINANCIAL ADVISORS
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JAMES FRANKLIN FORRESTER, JR. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1016330
Firm CRD# 114347
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Franklin Forrester offer?
James Franklin Forrester specializes in Financial Planning, Investment Management. Contact their office in GRAPEVINE, Texas for a consultation.
What are James Franklin Forrester's credentials?
James Franklin Forrester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Franklin Forrester located?
James Franklin Forrester is based in GRAPEVINE, Texas, working with JAMES FRANKLIN FORRESTER, JR.. Their office serves clients in the GRAPEVINE metropolitan area and surrounding communities.
How does James Franklin Forrester charge for services?
James Franklin Forrester's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES FRANKLIN FORRESTER, JR.?
JAMES FRANKLIN FORRESTER, JR. has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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