John ForbrichCRD Number: 4572829
Current Firm: Acorn Financial Advisory Services, Inc.
John Forbrich (CRD# 4572829) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Manassas, VA and has over 20 years of experience in the finance industry. John Forbrich 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Great Point Capital, LLC||Chicago, IL||Jan 2022 - Current||1|
|Acorn Financial Advisory Services, Inc.||Manassas, VA||Mar 2017 - Current||6|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Mar 2017 - Current||6|
|Voya Financial Advisors||Manassas, VA||Jan 2004 - Mar 2017||13|
|The Washington Financial Services Group, Inc.||Aldie, VA||May 2003 - Dec 2016||13|
|Ing Financial Partners, Inc.||Manassas, VA||Jan 2004 - Sep 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management1,037MILLIONS
Total Number of Accounts4,249ACCOUNTS
Average Account Value$244,068
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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