Joshua Forrester (CRD# 7523336) is an Investment Advisor Representative working at Family Financial in Manhattan Beach, CA and has over 2 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ff Advisors, Llc Dba Family Financial | Manhattan Beach, CA | Mar 2022 - Current | 2 |
| Running Point Tax And Consulting, LLC | El Segundo, CA | Jan 2021 - Mar 2022 | 1 |
| Rke LLP | Torrance, CA | Jun 2012 - Jan 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$1,665,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NC, NH, TX
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