Foresters Equity Services, Inc.

Foresters Equity Services, Inc. (CRD# 18464) is a financial advisory firm headquartered in San Diego, CA. They manage $10,794,295 in 125 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $86,354
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Foresters Equity Services, Inc.
Showing 1 - 10 of 144 top financial advisors.
1
Peter W. Dotson
CRD#: 5483835
3779 Professional Center Drive Suite 107, Livonia, MI 48154
98
Wealthminder
score

Peter Dotson (CRD# 5483835) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Livonia, MI and has over 8 years of experience in the finance industry.

2
Steven L. Aupperle
CRD#: 1343455
16610 Dallas Parkway Suite 1700, Dallas, TX 75248
96
Wealthminder
score

Steven Aupperle (CRD# 1343455) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Dallas, TX and has over 7 years of experience in the finance industry.

3
Dennis C. Butterfield
CRD#: 819354
Windham, NH
96
Wealthminder
score

Dennis Butterfield (CRD# 819354) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Windham, NH and has over 32 years of experience in the finance industry.

4
Andre N. Coulombe
CRD#: 4286595
5850 Canoga Ave Suite 400, Woodland Hills, CA 91367
96
Wealthminder
score

Andre Coulombe (CRD# 4286595) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Woodland Hills, CA and has over 15 years of experience in the finance industry. Andre Coulombe 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.

5
Helen J. Davis
CRD#: 1353380
5650 Blazer Parkway, Dublin, OH 43017
96
Wealthminder
score

Helen Davis (CRD# 1353380) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Dublin, OH and has over 17 years of experience in the finance industry. Helen Davis 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.

6
Jeremy B. Goldstein
CRD#: 2268498
17199 Laurel Park Drive, Suite 210, Livonia, MI 48152
96
Wealthminder
score

Jeremy Goldstein (CRD# 2268498) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Livonia, MI and has over 24 years of experience in the finance industry.

7
Nancy M. Hairsine
CRD#: 702783
Pittsburg, CA
96
Wealthminder
score

Nancy Hairsine (CRD# 702783) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Pittsburg, CA and has over 15 years of experience in the finance industry. Nancy Hairsine 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.

8
Scott E. Harper
CRD#: 2217536
Hilliard, OH
96
Wealthminder
score

Scott Harper (CRD# 2217536) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Hilliard, OH and has over 24 years of experience in the finance industry.

9
Steven L. Holtz
CRD#: 1172957
18000 Studebaker Rd, Suite 700, Cerritos, CA 90703
96
Wealthminder
score

Steven Holtz (CRD# 1172957) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Cerritos, CA and has over 18 years of experience in the finance industry. Steven Holtz 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.

10
Mark R. Horn
CRD#: 2284693
17199 Laurel Park Drive, Suite 210, Livonia, MI 48152
96
Wealthminder
score

Mark Horn (CRD# 2284693) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Livonia, MI and has over 24 years of experience in the finance industry. Mark Horn 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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