Kent Forsey, financial advisor Surprise AZ

Kent Forsey

CRD Number: 1514412
Current Firm: Hillspring Financial, Inc.

Kent Forsey (CRD# 1514412) is an Investment Advisor Representative working at Hillspring Financial, Inc. in Surprise, AZ and has over 37 years of experience in the finance industry. Kent Forsey 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.

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Professional Designations
Company Name Location Dates Years
Hillspring Financial, Inc. Surprise, Az, AZ Sep 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Kent G. Forsey
Phone Number: 623-583-6141
Registered State(s):
  • AZ
  • CA
  • ID
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $221,776
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, ID, TX, UT

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