Forrester Financial Advisors

Forrester Financial Advisors (CRD# 114347) is a financial advisory firm headquartered in Grapevine, TX. They manage $45,692,749 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Forrester Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
James F. Forrester
CRD#: 1016330
1111 Main Street, Suite 101, Grapevine, TX 76051

James Forrester (CRD# 1016330) is an Investment Advisor Representative working at Forrester Financial Advisors in Grapevine, TX and has over 33 years of experience in the finance industry. James Forrester 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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