Eric Foster Mcginnis
Investment adviser representative at Forum Financial Management, LP
12 yearsExperience
1 stateRegistered in
$8.7BFirm assets
17 yearsFirm in business
Are you Eric Foster Mcginnis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
12 years in the industry.
- Forum Financial Management, LPMay 2021 to now
- Decisionpoint FinancialNov 2018 to Jul 2021
- Pacific Asset ManagementNov 2014 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WA).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 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
- 6264467
- Firm CRD
- 145706