Fr Financial Advisors LLC

Fr Financial Advisors LLC (CRD# 135980) is a financial advisory firm headquartered in Coral Springs, FL. They manage $63,438,696 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $281,950
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Fr Financial Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Allen C. Forrest
CRD#: 4094827
5521 University Drive, Suite 104, Coral Springs, FL 33067

Allen Forrest (CRD# 4094827) is an Investment Advisor Representative working at Fr Financial Advisors LLC in Coral Springs, FL and has over 24 years of experience in the finance industry.

2
Beverly B. Provost
CRD#: 5740858
5521 University Drive, Suite 104, Coral Springs, FL 33067

Beverly Provost (CRD# 5740858) is an Investment Advisor Representative working at Fr Financial Advisors LLC in Coral Springs, FL and has over 13 years of experience in the finance industry.

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