Forward Wealth Management, LLC
Forward Wealth Management, LLC (CRD# 171362) is a financial advisory firm headquartered in Charlotte, NC. They manage $17,050,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$284,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Miller (CRD# 4112825) is an Investment Advisor Representative working at Forward Wealth Management, LLC in Charlotte, NC and has over 16 years of experience in the finance industry. Stephen Miller 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.