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Alan Charles Hambourger

Forum Financial Management, LP

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About Alan Charles Hambourger

Alan Charles Hambourger is a financial advisor at Forum Financial Management, LP. Alan has been in the industry for over 30 years and is a Certified Financial Planner. Alan's firm provides financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Alan Hambourger is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Hambourger’s Registration & Firm History

FL

12/06/2012 - Present

Forum Financial Management, LP (PONCE INLET FL)

IL

02/28/2011 - 10/05/2011

PURSHE KAPLAN STERLING INVESTMENTS (SKOKIE IL)

IL

06/15/1988 - 03/01/2011

GENWORTH FINANCIAL SECURITIES CORPORATION (SKOKIE IL)

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Licenses & Designations

IA

Issued 12/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/1995

Series 24 - General Securities Principal Examination

BC

Issued 11/14/1994

Series 7 - General Securities Representative Examination

BC

Issued 06/14/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Charles Hambourger.
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