Daniel Forbes (CRD# 3055207) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has over 17 years of experience in the finance industry. Daniel Forbes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forbes Financial Planning | Providence, RI | Mar 2007 - Current | 17 |
| Forbes Insurance Agency | Providence, RI | Sep 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- RI
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts851ACCOUNTS
-
Average Account Value$206,990
- 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
- Pension consulting services
CT, FL, MA, NY, RI
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