Daniel Forrest, financial advisor Gilbert AZ
88 score

Daniel Forrest

CRD Number: 6338673
Current Firm: Watts Gwilliam & Company, LLC

Daniel Forrest (CRD# 6338673) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Full Time Education Provo, UT Jan 2004 - Current 12
Dick's Sporting Goods Orem, UT Aug 2012 - Apr 2013 < 1
Lds Church Salt Lake City, UT Jan 2009 - Jan 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Daniel P. Forrest
Phone Number: 480-889-8998
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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