Fred
Forbes

Fsc Securities Corporation

CRD#719942
Investment Advisor
in Palmetto, FL

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About this Advisor

Fred Forbes is a financial advisor based in Palmetto, Florida with 26 years of industry experience. Forbes is on the advisory team at Fsc Securities Corporation. They have spent all of their career at Fsc Securities Corporation. Forbes holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in California, Florida and New Jersey. Fsc Securities Corporation is a financial advisory company operating out of Atlanta, GA. It has offices in 334 locations and a total of 2,174 people on staff. It manages $12 billion in total assets across its 52,792 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 94 charities and foundations. Of its 52,792 client accounts, just 14% are held by high-net-worth investors who have at least $1 million in assets. The company offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are offered. However, fees billed by Fsc Securities Corporation may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Palmetto, FL

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

FL Average: $3,570,121,308
Total Number of Employees

2,174

FL Average: 58
Total Number of Accounts

52,792

FL Average: 1,608
Average Account Size

$222,489

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Fred Forbes Work History

Fred has been registered as a financial advisor for 26 years.*

2003 - Present (21 years)

Fsc Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Fred Forbes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsc Securities Corporation

Kepa Eizaguirre-Borreson
Northampton, MA
Tal Diekvoss
Milwaukee, WI
Cynthia Pelosi
Atlanta, GA
Judith Plain
Pittsford, NY
Terry Thompson
Traverse City, MI
Nicholas Klanke
Bloomfield Hills, MI
Danielle Holmes
Grove City, OH
Mark Brower
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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