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Arthur Paul Forget

IC Advisory Services, Inc.

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About Arthur Paul Forget

Arthur Paul Forget is a financial advisor who has been in the industry since 2007. Arthur is currently registered with IC Advisory Services, Inc. in New York. Arthur previously worked at LPL Financial LLC, VOYA FINANCIAL ADVISORS, INC. and AMERITAS INVESTMENT CORP. Arthur has passed the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Arthur is also a registered representative in Connecticut, Delaware, Florida, Georgia, Massachusetts and New York.

Firm Information

Arthur Forget is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Arthur Forget’s Registration & Firm History

NJ

04/15/2021 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

NY

08/19/2016 - 09/25/2017

LPL FINANCIAL LLC (ALBANY NY)

NY

03/10/2010 - 08/22/2016

VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)

NY

11/21/2007 - 04/01/2010

AMERITAS INVESTMENT CORP. (SARATOGA SPRINGS NY)

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Licenses & Designations

BC

Issued 03/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Arthur Paul Forget. Review regulatory record here.
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