Forward Financial Advisors LLC

Forward Financial Advisors LLC (CRD# 135429) is a financial advisory firm headquartered in Woodland Hills, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Forward Financial Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert H. Bernstein
CRD#: 1745435
20700 Ventura Boulevard, Suite 328, Woodland Hills, CA 91364
93
Wealthminder
score

Robert Bernstein (CRD# 1745435) is an Investment Advisor Representative working at Forward Financial Advisors LLC in Woodland Hills, CA and has over 15 years of experience in the finance industry.

2
Robert L. Golden
CRD#: 4968836
20700 Ventura Boulevard, Suite 328, Woodland Hills, CA 91364
87
Wealthminder
score

Robert Golden (CRD# 4968836) is an Investment Advisor Representative working at Forward Financial Advisors LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.