Annie McQuilken (CRD# 4920902) is an Investment Advisor Representative working at Forever Financial Advisors, LLC in Fairport, NY and has over 18 years of experience in the finance industry. Annie McQuilken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forever Financial Advisors, LLC | Fairport, NY | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- MA
- NY
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$224,259
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
MA, NY
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