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
Christopher J. Gurnee
CRD#: 4252718
962 Chambers St #12, Ogden, UT 84403
100
Wealthminder
score

Christopher Gurnee (CRD# 4252718) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Ogden, UT and has over 17 years of experience in the finance industry.

2
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 9 years of experience in the finance industry.

3
David Martinez
CRD#: 6159250
14785 Preston Road Suite 550, Dallas, TX 75254
97
Wealthminder
score

David Martinez (CRD# 6159250) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Dallas, TX and has over 4 years of experience in the finance industry.

4
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 8 years of experience in the finance industry.

5
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 33 years of experience in the finance industry.

6
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 16 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.

7
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 18 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.

8
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 25 years of experience in the finance industry.

9
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 16 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.

10
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 25 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.