Kristian Forster, financial advisor La Jolla CA

Kristian Forster

CRD Number: 4629733
Current Firm: U.s. Bancorp Investments, Inc.

Kristian Forster (CRD# 4629733) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in La Jolla, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Us Bank La Jolla, CA Aug 2018 - Current 5
U.s. Bancorp Investments, Inc. La Jolla, CA Aug 2018 - Current 5
Wells Fargo Clearing Services, LLC Rancho Santa Fe, CA Nov 2016 - Aug 2018 1
Wells Fargo Bank, Na Rancho Santa Fe, CA Sep 2014 - Aug 2018 3
Wells Fargo Advisors, LLC Rancho Santa Fe, CA Oct 2014 - Nov 2016 2
Hsbc Bank Usa N.a. San Diego, CA Oct 2012 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Kristian C. Forster
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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