AF
Allen C. Forrest
FR FINANCIAL ADVISORS LLC
CORAL SPRINGS, FL 33067
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CRD#: 4094827
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Professional summary
Allen Curtis Forrest is a registered financial advisor currently at FR FINANCIAL ADVISORS LLC located in Coral Springs, Florida.
Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Allen has worked at 3 firms and has passed the Series 66, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) FR FINANCIAL INSURANCE
5521 UNIVERSITY DRIVE, SUITE 104
CORAL SPRINGS, FL 33067
NON-INVESTMENT RELATED
INSURANCE AGENT FOR THE SALE OF INSURANCE, (FIXED LIFE, DI, LTC, HEALTH AND/OR GROUP BENEFIT) AND FIXED ANNUITIES
APRIL 2012 TO PRESENT
DEVOTES 5-10 HRS/MONTH WITH 5-10 HRS DURING SECURITIES TRADING HOURS.
2) FORREST REALTY, LLC
5521 UNIVERSITY DRIVE, SUITE 104
CORAL SPRINGS, FL 33067
MANAGER FROM JUNE 2004 TO PRESENT
NON-INVESTMENT RELATED
REAL ESTATE HOLDING COMPANY
ALLEN C. FORREST DOES NOT HAVE AN ACTIVE ROLE. THIS IS A PASSIVE INVESTMENT.
0 HOURS ARE DEVOTED TO THIS POSITION
3) ALLEN C. FORREST, P.A.
5521 UNIVERSITY DRIVE, SUITE 104
CORAL SPRINGS, FL 33067
NON-INVESTMENT RELATED
PRESIDENT, JANUARY 1998 TO PRESENT
HOLDING COMPANY THAT OWNS THE OWNERSHIP INTEREST IN THE CPA FIRM FORREST ROBINSON PLLC AND HAS NO OTHER BUSINESS PURPOSE.
ALLEN FORREST HAS NO ACTIVE ROLE. IT IS A PASSIVE INVESTMENT.
0 HOURS ARE DEVOTED TO THIS POSITION
4)FORREST ROBINSON PLLC
CORAL SPRINGS, FL
NON-INVESTMENT RELATED
ACCOUNTING FIRM
PARTNER, JANUARY 2020 TO PRESENT
MR. FORREST DIVIDES HIS TIME BETWEEN FR FINANCIAL ADVISORS, LLC AND THE ACCOUNTING PRACTICE AS NEEDED.
CRS (Client Relationship Summary) - RIA
Click below to view Allen Curtis Forrest'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
August 8, 2005 - Present
FR FINANCIAL ADVISORS LLC
Office #1: 5521 University Drive Suite 104, Coral Springs, FL 33067RIA
CRD#: 135980
CORAL SPRINGS, FL
Past
August 5, 2004 - August 16, 2005
KOVACK SECURITIES INC.
RIA
CRD#: 44848
CORAL SPRINGS, FL
Past
July 6, 2001 - August 16, 2005
KOVACK SECURITIES INC.
BD
CRD#: 44848
FT. LAUDERDALE, FL
Past
March 6, 2000 - July 10, 2001
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
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".
FF
FR FINANCIAL ADVISORS LLC
FR FINANCIAL ADVISORS LLC
CRD#: 135980 / SEC#: 801-130330
RIA
Registered Investment Advisory firm - (5/24/2024 Approved)Florida
Registered Investment Advisory firm - (6/18/2024 Terminated)Texas
Registered Investment Advisory firm - (3/10/2025 Terminated)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
Florida(8/8/2005)
IAR
Texas(8/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FF
FR FINANCIAL ADVISORS LLC
FR FINANCIAL ADVISORS LLC
CRD#: 135980 / SEC#: 801-130330
RIA
Registered Investment Advisory firm - (5/24/2024 Approved)Florida
Registered Investment Advisory firm - (6/18/2024 Terminated)Texas
Registered Investment Advisory firm - (3/10/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5521 University Drive Suite 104, Coral Springs, FL 33067
Mailing Address
Phone number
(954) 755-0222
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 308 |
| AUM (Assets Under Management) | $ 122,600,599 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FR FINANCIAL ADVISORS LLC
CRD#: 135980Coral Springs, FL 33067TRUST BUT VERIFY
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