RF
Raeann K. Forester
ARCHER INVESTMENT
Grand Prairie, TX 75051
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CRD#: 2442761
RF
Professional summary
Raeann Kerbow Forester, who also goes by Rae Ann Forester, Rae Ann Kerbow, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Grand Prairie, Texas.
Raeann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Raeann has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rae Ann Forester | Rae Ann Kerbow
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) First UMC Grand Prairie~122 N Church~Grand Prairie~TX~75050~Club/Association Director/Officer~Director/Officer~1/1/2012~1hrs~0hrs~Nominating Committee - seek member input for standing committee positions 2) Lake Joe Pool 10k & Pumpkinfest~111 SW Dallas~Grand Prairie~TX~75051~Other~Director/Officer~7/1/2013~1hrs~1hrs~Tax Prep/filings, bookkeeping/production of annual race for non-profit fundraiser 3) Grand Prairie Metro Rotary Club~111 SW Dallas Street, PO Box 530203~Grand Prairie~TX~75053~Club/Association Director/Officer~Treasurer/Comptroller~7/1/2014~5hrs~4hrs~Non-profit 501c4 civic organization. Tax Filings, banking transactions. 4) Warren & Rae Ann Forester~1913 W Arbor Rose~Grand Prairie~TX~75050~Rental Property Owner/Management~Other~7/1/2008~1hrs~0hrs~rental of former personal residence 5) Kerbow & Associates, CPAs~111 SW Dallas~Grand Prairie~TX~75051-1735~Tax Preparation/Accounting~Partner/General Partner~5/1/1983~40hrs~0hrs~Accounting & Tax Preparation Services 6) GPHS ALUMNI ASSOCIATION POSITION: Treasurer/Board Member NATURE: High School alumni association supporting member class reunions and fellowship and providing annual scholarships to high school seniors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2020 ADDRESS: 111 SW. Dallas, Grand Prairie TX 75051, United States DESCRIPTION: Recordkeeping, annual tax filing, check writing for scholarship recipients, post box rent and honorariums for annual distinguished alumni recipients.
CRS (Client Relationship Summary) - RIA
Click below to view Raeann Kerbow Forester's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 17, 2021 - Present
ARCHER INVESTMENT CORPORATION
Office #1: 111 Sw Dallas St., Grand Prairie, TX 75051RIA
CRD#: 136403
Grand Prairie, TX
Past
October 14, 2008 - September 22, 2021
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
GRAND PRAIRIE, TX
Past
January 27, 1999 - September 22, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
GRAND PRAIRIE, TX
Past
August 15, 1997 - December 31, 1998
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
May 10, 1994 - February 18, 1997
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 3/24/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
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Contact information
Main Address
11711 N. College Ave Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(317) 581-5664
Established
Firm type
Fiscal year end
# of Employees
82
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,640 |
| AUM (Assets Under Management) | $ 900,511,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
