Allen Curtis Forrest
Investment adviser representative at Fr Financial Advisors LLC
21 yearsExperience
1 stateRegistered in
PFSDesignation
$135.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Forrest Robinson, PllcJan 2020 to now
- Fr Financial Advisors, LLCMay 2005 to now
- Forrest Fliegel, PllcJan 2019 to Jun 2019
- Forrest & Rubin, LLCJan 2005 to Dec 2019
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fr Financial Advisors LLC
$135.7MAssets managed
137Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4094827
- Firm CRD
- 135980