Forrest Means
Investment adviser representative at Cross State Financial Group LLC
16 yearsExperience
1 stateRegistered in
$188.3MFirm assets
6 yearsFirm 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
16 years in the industry.
- Cross State Financial Group, LLCJul 2022 to now
- Nor Cal Emergency Medical TrainingMay 2020 to now
- Financial DepotMay 2020 to Oct 2022
- Ncti/amrJan 2010 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cross State Financial Group LLC
$188.3MAssets managed
406Clients
9Advisers
6 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
- 7260310
- Firm CRD
- 282011