Unclaimed
Kevin Forbush is a financial advisor with over 25 years of experience. Kevin is a Managing Principal at Forbush Legal, PLLC and has been with Larson Financial Group, LLC since March 2020. Kevin is registered with the Securities and Exchange Commission (SEC) and is licensed in Colorado, Florida and Texas. He holds the Series 7TO, Series 63 and Series 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
11/16/2023 - Present
Larson Financial Group, LLC (Bella Collina FL)
TX
03/17/2022 - 09/29/2023
LION STREET FINANCIAL, LLC (AUSTIN TX)
TX
09/15/2020 - 10/21/2021
LION STREET FINANCIAL, LLC (AUSTIN TX)
BC
Issued 08/11/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Forbush is the right advisor for you? Invested Better is here to help.