Kevin Forbush is a registered investment advisor, based in Bella Collina, FL, with 5 years of industry experience.
Location
Bella Collina, FL
Get directionsHistory
Regulatory History (1)
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
December 2023Settled
Other Business Activities
Kevin is the Managing Principal and 100% owner of Legacy Planning Group, LLC, a CPA & Law Practice, since 2019, and spends full-time hours there. He is also the Managing Principal and 100% owner of Forbush Legal, PLLC, a law practice, since 1996, and spends full-time hours there.
Employment History
Current Registrations
Larson Financial Securities, LLCBroker
October 2023 - Present · 2 yrs 11 mos
Larson Financial Securities, LLC
October 2023 - Present · 2 yrs 11 mos
Larson Financial Group, LLC
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
Lion Street Advisors, LLC
March 2022 - September 2023 · 1 yr 6 mos
Lion Street Financial, LLCBroker
March 2022 - September 2023 · 1 yr 6 mos
Iht Wealth Management LLC
October 2021 - March 2022 · 5 mos
Lion Street Financial, LLCBroker
September 2020 - October 2021 · 1 yr 1 mo
Lion Street Advisors, LLC
June 2020 - October 2021 · 1 yr 4 mos
State Registrations3 states
COFLTX
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.