David
Forrest
Simplicity Wealth
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About this Advisor
David Forrest is a financial advisor based in Royersford, Pennsylvania, working with Simplicity Wealth. David has previously held positions at Marciano Wealth Advisors, Cambridge Investment Research, Inc, Devon Financial Partners, Cambridge Investment Research Advisors, Inc, Doctor Protectors, LLC, and Simplicity Wealth. David has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, David is part of Simplicity Wealth, which operates out of Royersford, Pennsylvania. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Forrest Work History
Simplicity Wealth
Doctor Protectors, LLC
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Marciano Wealth Advisors
Marciano Wealth Advisors
Devon Financial Partners
Devon Financial Partners
Disclosures
Please visit the SEC profile of David Forrest 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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