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Managing Member/cco · FR Financial Advisors LLC

Allen C. Forrest

CRD 4094827 · Named on Form ADV at one SEC-registered adviser

At a glance

FR Financial Advisors LLC, an SEC-registered wealth manager based in Coral Springs, FL with $136 million in regulatory assets, lists Allen C. Forrest on its Form ADV as Managing Member/cco, a control person.

Firms and roles

AtlasMembers

Allen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.