Forever Financial Advisors, LLC

Forever Financial Advisors, LLC (CRD# 134486) is a financial advisory firm headquartered in , . They manage $48,888,546 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.foreverfinancial.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $224,259
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Forever Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Annie McQuilken, financial advisor Fairport NY
Annie C. McQuilken
CRD#: 4920902
Fairport, NY

Annie McQuilken (CRD# 4920902) is an Investment Advisor Representative working at Forever Financial Advisors, LLC in Fairport, NY and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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