Lewis J. Forbes, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Lewis J. Forbes, Jr. CFP®

CDFA, MBA, RIC

Financial Advisor/Business Financial Advisor

Ameriprise Financial Services, Inc.

1501 Johnson Ferry Rd, Ste 125
Marietta, GA 30062-6485
(678) 285-1201

General

Lewis Forbes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Marietta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced, Insurance, Life Planning, Retirement, Long-term Care, Women's Finances

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Helpful Financial Planning Resources