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Forrest Six

6 Years of Experience
Austin, TX
Broker

Forrest Six is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 6 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7200 N Mopac Expy Suite 170, Austin, TX, 78731

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Forrest works as a Client Services Manager for Himelick Financial Group, assisting with financial plans, rebalancing, and portfolio analysis. This activity takes nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
December 2020 - June 2021 · 6 mos
Voya Financial Advisors, INC.Broker
November 2020 - June 2021 · 7 mos
Charles Schwab & CO., INC.
December 2019 - October 2020 · 10 mos
Charles Schwab & CO., INC.Broker
November 2019 - October 2020 · 11 mos
State Registrations1 state
TX
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.