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CRD#: 341013
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for FORUM WEALTH GROUP Comes From
Understanding the Statistics for FORUM WEALTH GROUP and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Lipan, TX
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at FORUM WEALTH GROUP
Lester Russell Kefauver IV
IAR
RR
CRD#: 5295768
Location:
Maryville, TN 37801
Company:
FLAGSHIP HARBOR ADVISORS, LLC
Disclosures:
Experience:
19 years
RJ
Robert Winston Johnson
IAR
RR
CRD#: 2673219
Location:
Muskegon, MI 49440
Company:
CETERA INVESTMENT ADVISERS LLC
Disclosures:
Experience:
30 years
Lyndon L Davis
IAR
CRD#: 5217885
Location:
Farmington Hills, MI 48331
Company:
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
19 years
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