Annie C. Mcquilken

FOREVER FINANCIAL ADVISORS

Fairport, NY

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CRD#: 4920902

Professional summary

Annie Catherine Mcquilken, CFP® is a registered financial advisor currently at FOREVER FINANCIAL ADVISORS, LLC located in Fairport, New York.

Annie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Annie has worked at 1 firm and has passed the Series 65 exam.

Biography

Typical net worth: $500,000 - $5,000,000

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Socially Responsible Investing

Do you have an area of expertise or specialization?

AUM

College/Education Planning

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Socially Responsible Investmen...

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Annie Catherine Mcquilken's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

May 24, 2012 - Present

FOREVER FINANCIAL ADVISORS, LLC

RIA

CRD#: 134486

Fairport, NY

Past

June 3, 2005 - December 31, 2011

FOREVER FINANCIAL ADVISORS, LLC

RIA

CRD#: 134486

LEXINGTON, MA

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".

FOREVER FINANCIAL ADVISORS, LLC

FOREVER FINANCIAL ADVISORS, LLC | KINTYRE FINANCIAL ADVISORS, LLC

CRD#: 134486 / SEC#: 801-132616

RIA

Registered Investment Advisory firm - (8/4/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (5/24/2012 Approved)

New York

Registered Investment Advisory firm - (6/4/2014 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

Massachusetts
(5/24/2012)

IAR

New York
(3/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/16/2005

Uniform Investment Adviser Law Examination

Current Firm

FOREVER FINANCIAL ADVISORS, LLC

FOREVER FINANCIAL ADVISORS, LLC | KINTYRE FINANCIAL ADVISORS, LLC

CRD#: 134486 / SEC#: 801-132616

RIA

Registered Investment Advisory firm - (8/4/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (5/24/2012 Approved)

New York

Registered Investment Advisory firm - (6/4/2014 Approved)

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Contact information

Main Address

Fairport, NY

Mailing Address

Phone number

(585) 598-1377

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOREVER FINANCIAL ADVISORS, LLC PART 2 BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 52,922,710

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Annie C. Mcquilken

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Annie Catherine Mcquilken's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOREVER FINANCIAL ADVISORS, LLC

FOREVER FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

FOREVER FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2005

Current Firm

FOREVER FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOREVER FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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