John Forbrich, financial advisor Manassas VA
96 score

John Forbrich

CRD Number: 4572829
Current Firm: Acorn Financial Advisory Services, Inc.

John Forbrich (CRD# 4572829) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Manassas, VA and has over 15 years of experience in the finance industry. John Forbrich 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.

Similar Advisors
Jim David, financial advisor Manassas VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Marguerita Cheng, CFP®, financial advisor Manassas VA
Marguerita M. Cheng, CFP®
CRD# 3149803
Blue Ocean Global Wealth
Score
107
Similar Advisors
John Hensley, financial advisor Manassas VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Professional Designations
Company Name Location Dates Years
The Strategic Financial Alliance, Inc. Atlanta, GA Mar 2017 - Current 1
Acorn Financial Advisory Services, Inc. Manassas, VA Mar 2017 - Current 1
Voya Financial Advisors Manassas, VA Jan 2004 - Mar 2017 13
Rosenthal Wealth Management Group Manassas, VA Feb 2012 - Dec 2016 4
The Washington Financial Services Group, Inc. Aldie, VA May 2003 - Dec 2016 13
Ing Financial Partners, Inc. Manassas, VA Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for John R. Forbrich
Phone Number: (703) 293-3100
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    630
    MILLIONS
  • Total Number of Accounts
    1,679
    ACCOUNTS
  • Average Account Value
    $375,367
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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.