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
Forever Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management49MILLION
-
Total Number of Accounts218ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY
Financial Advisors at Forever Financial Advisors, LLC
1
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.
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