JF
CFP
JF
CFP

John Robert Forloine

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

698B Morrison Rd, Gahanna, OH, 43230

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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.

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Other Business ActivitiesSells Insurance

John is a retirement planner at Golden Reserve, LLC, which is affiliated with Golden Reserve Retirement, LLC, and spends a full-time equivalent on this activity. He recommends and sells commissionable insurance products as a licensed insurance agent.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
The Pension Group
August 2021 - October 2022 · 1 yr 2 mos
Commonwealth Financial NetworkBroker
August 2018 - August 2021 · 3 yrs
Commonwealth Financial Network
August 2018 - August 2021 · 3 yrs
Nationwide Securities, LLCBroker
November 2016 - August 2018 · 1 yr 9 mos
Nationwide Securities, LLC
November 2016 - August 2018 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - October 2016 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - October 2016 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
February 2011 - June 2013 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2013 · 2 yrs 5 mos
State Registrations8 states
AZFLMONCNEOHTXVA
Advisor
Exams
No exam information available for this advisor.