Joseph Fors, financial advisor Port Angeles WA

Joseph Fors

CRD Number: 6590585
Current Firm: Financial Advocates Investment Management

Joseph Fors (CRD# 6590585) is an Investment Advisor Representative working at Financial Advocates Investment Management in Port Angeles, WA and has over 7 years of experience in the finance industry.

Similar Advisors
Kurt Anderson, financial advisor Port Angeles WA
Kurt J. Anderson
CRD# 2191836
D.a. Davidson & Company
Similar Advisors
Jennifer Ciarlo, financial advisor Port Angeles WA
Jennifer K. Ciarlo
CRD# 5169052
Edward Jones
Similar Advisors
Bobby Dubois, financial advisor Port Angeles WA
Bobby E. Dubois
CRD# 5461073
Edward Jones
Company Name Location Dates Years
Financial Advocates Investment Management Port Angeles, WA Jul 2016 - Current 7
Lpl Financial, LLC Port Angeles, WA Dec 2015 - Current 8
Financial Advocates Investment Management Port Angeles, WA Feb 2016 - Jul 2016 < 1
Bruch & Bruch Construction, Inc. Port Angeles, WA Oct 2012 - Jan 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Joseph C. Fors
Phone Number: 360-866-2345
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    3,581
    MILLIONS
  • Total Number of Accounts
    20,722
    ACCOUNTS
  • Average Account Value
    $172,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.