Forward Wealth Management, LLC

Forward Wealth Management, LLC (CRD# 171362) is a financial advisory firm headquartered in Charlotte, NC. They manage $66,881,500 in 123 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6201 Fairview Road, Suite 200, Charlotte, NC 28210
https://www.linkedin.com/in/stephen-miller-3a523361/
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $543,752
Compensation Options
  • A percentage of assets under your management
  • 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.

LA, NC, TX

Financial Advisors at Forward Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Miller, financial advisor Charlotte NC
Stephen P. Miller
CRD#: 4112825
Charlotte, NC

Stephen Miller (CRD# 4112825) is an Investment Advisor Representative working at Forward Wealth Management, LLC in Charlotte, NC and has over 24 years 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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