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Jeffrey Forehand

39 Years of Experience
Myrtle Beach, SC
7 DisclosuresBrokerSells Insurance

Jeffrey Forehand is a registered investment advisor, based in Myrtle Beach, SC, with 39 years of industry experience.

Location

1110 London St, #100, Myrtle Beach, SC, 29577

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2021
Settled
Customer Dispute
July 2002
Settled
Customer Dispute
October 2001
Denied
Customer Dispute
April 2001
Denied
Regulatory
March 1993
Final
Employment Separation After Allegations
July 1992
Customer Dispute
November 1991
Settled
Other Business ActivitiesSells Insurance

Jeffrey is an independent contractor with Forehand Advisor Group and Forehand Insurance Advisors, selling fixed, life, health, and property & casualty insurance, dedicating about a quarter of his time. He is also President of Obsidian, LLC, a real estate rental property/passive investment, and a speaker for Learning Labs, each taking minimal time.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Securities, INC.Broker
May 2008 - September 2022 · 14 yrs 4 mos
First Allied Advisory Services, INC.
January 2007 - November 2020 · 13 yrs 10 mos
Ffp Advisory Services INC
March 2004 - January 2007 · 2 yrs 10 mos
Ffp Securities, INC.Broker
March 2004 - May 2008 · 4 yrs 2 mos
Linsco/private Ledger CORP.Broker
August 1992 - March 2004 · 11 yrs 7 mos
Wheat, First Securities, INC.Broker
February 1987 - July 1992 · 5 yrs 5 mos
State Registrations14 states
COCTFLMDNCNENYPASCTNVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Forehand - Financial Advisor | TrueAdvisor