Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
432 clients
Average Client Portfolio
$386K average
Assets Under Management
$166.8M

Fee Structure

Minimum Investment:$50K
Loading...

Location

6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109

Get directions

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.

Learn about disclosures →
Other Business Activities

Forrest is an instructor at NCTI/AMR and Nor Cal Emergency Medical Training. This activity is not investment related and takes about 10-20% of his time.

Employment History
Current Registrations
Cross State Financial Group LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Financial Depot
June 2020 - November 2022 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Forrest Means - Financial Advisor | TrueAdvisor