Joseph Carl Fors
Investment adviser representative at Fors Financial
11 yearsExperience
1 stateRegistered in
$134.9MFirm assets
1 yearFirm in business
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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
Experience
11 years in the industry.
- Fors FinancialApr 2025 to now
- Fors Financial Consulting, PsApr 2025 to now
- Financial Advocates Investment ManagementJul 2016 to Jun 2025
- LPL Financial, LLCDec 2015 to Jun 2025
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fors Financial
Legal name: Fors Financial Consulting, Ps
$134.9MAssets managed
240Clients
2Advisers
1 yearIn 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
- 6590585
- Firm CRD
- 335705