Kevin
Forster
Equitable Advisors, LLC
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About this Advisor
Kevin Forster is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Equitable Advisors, LLC. Kevin has previously held positions at Mml Investor Services, Massachusetts Mutual Life Insurance Company, Janney Montgomery Scott, LLC, St Joseph's University, Duke's Lacrosse, Lpl Financial, Academy Of The New Church Secondary Schools, Equitable Advisors, LLC, and Equitable. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Kevin is part of Equitable Advisors, LLC, which operates out of Bala Cynwyd, Pennsylvania. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
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
Kevin Forster Work History
Equitable Advisors, LLC
Equitable
Academy Of The New Church Secondary Schools
Duke'S Lacrosse
Lpl Financial
Mml Investor Services
Massachusetts Mutual Life Insurance Company
Janney Montgomery Scott, LLC
St Joseph'S University
Disclosures
Please visit the SEC profile of Kevin Forster 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 Equitable Advisors, LLC
Lakewood, OH
Falls Church, VA
Houston, TX
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Woodbridge, NJ
Columbia, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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