Forrest D. Baumhover
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Forrest Daboll Baumhover, CFP® was a registered financial professional .
Forrest is a previously registered financial professional and started their career in finance in 2015. Forrest had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 12, 2018 - March 11, 2022
LAWRENCE FINANCIAL PLANNING, LLC
October 7, 2015 - March 6, 2020
WESTCHASE FINANCIAL PLANNING
State Registrations and Notice Filings
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Current Firm
LAWRENCE FINANCIAL PLANNING, LLC
CRD#: 127486 / SEC#: 801-120512
Contact information
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 114,595,677 |
Red Flags
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