Forest, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$239,680,110
ClientsTotal clients
572
AdvisorsAdvisors at this office
2
Of 29 advisors across 22 offices
Location
Forest VA
Advisors at this office
2
Advisors at this office
David C
ChFC®, Series 63, Series 65
Forest, VA
Forefront
David Carter is a financial advisor with Forefront Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is a partner at Carter Financial Group Investment and Wealth Management Solutions, focusing on insurance and investments. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers discretionary portfolio management, comprehensive financial planning, and access to third-party managers, operating across multiple offices and affiliated business entities.
Derek S
Series 63, Series 65
Forest, VA
Forefront
Derek St. Clair is a financial advisor at Forefront with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with Equitable Advisors and Prudential Insurance Company of America. Forefront Wealth Partners is a registered investment adviser providing discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and asset-allocation targets, along with business, succession, divorce, and special-needs planning services.
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