Forrest
Means
Cross State Financial Group LLC
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About this Advisor
Forrest Means is a financial advisor based in Albuquerque, New Mexico, working with Cross State Financial Group LLC. Forrest has previously held positions at Financial Depot, Nor Cal Emergency Medical Training, Ncti/Amr, and Cross State Financial Group, LLC. Forrest has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Forrest is part of Cross State Financial Group LLC, which operates out of Albuquerque, New Mexico. The firm has 7 offices and 9 employees. The firm manages assets totaling $145.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cross State Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cross State Financial Group LLC Brokerage Details
$145,456,346
9
1,060
$137,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Forrest Means Work History
Cross State Financial Group, LLC
Nor Cal Emergency Medical Training
Financial Depot
Ncti/Amr
Disclosures
Please visit the SEC profile of Forrest Means to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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