KA
Karma Ann Forrestal
CRD 4214390
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Forum Financial Management, Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Forum Financial Management, Lp
Trustee · GP / trustee / elected manager · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗