Forever Financial Advisors, LLC

Forever Financial Advisors, LLC (CRD# 134486) is a financial advisory firm headquartered in , . They manage $12,537,312 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $835,821
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
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.

MA, NY

Financial Advisors at Forever Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Annie C. McQuilken
CRD#: 4920902
Fairport, NY
96
Wealthminder
score

Annie McQuilken (CRD# 4920902) is an Investment Advisor Representative working at Forever Financial Advisors, LLC in Fairport, NY and has over 11 years of experience in the finance industry. Annie McQuilken 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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