Forrest Financial Partners

Forrest Financial Partners (CRD# 325055) is a financial advisory firm headquartered in , . They manage $19,528,451 in 33 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.forrestfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $591,771
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, TX

Financial Advisors at Forrest Financial Partners
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Stevenson, financial advisor Avon CT
Christopher F. Stevenson
CRD#: 7689080
Avon, CT

Christopher Stevenson (CRD# 7689080) is an Investment Advisor Representative working at Forrest Financial Partners in Avon, CT and has 1 year 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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