Casi Fors has been an investment adviser representative at Fors Financial Consulting, PS since April 2025, and is not listed among the firm’s executive officers or direct owners.
Fors Financial Consulting, PS is a Port Angeles, WA firm with $135M under management, 240 clients and 2 advisers in one office, as of its March 2026 filing.
Casi Fors’ longest registration was 12 years at Financial Advocates Investment Management (2013–2025). Before joining Fors Financial Consulting, PS in 2025, Casi Fors was registered through Financial Advocates Investment Management and LPL Financial LLC.
- Financial Advocates Investment Management– · 12 yearsPort Angeles, WA · Adviser representative · Firm CRD 151298
- LPL Financial LLC– · 6 yearsPort Angeles, WA · Adviser representative · Firm CRD 6413
- Hallett & Associates, P.S.– · 3 yearsPort Angeles, WA · Adviser representative · Firm CRD 115970
Investment adviser representative registrations
Casi Fors is registered as an investment adviser representative in Washington, since April 2025.
- WashingtonSince 22 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 September 2002 |
| Series 7 | General Securities Representative Examination | 12 July 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Casi Jean Fors
- CRD
- 4511451
- Firm
- Fors Financial Consulting, PS · CRD 335705
- Office
- 1001 E FRONT ST, Port Angeles, WA 98362
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Casi Fors work?
Casi Fors is an investment adviser representative registered through Fors Financial Consulting, PS since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Casi Fors a financial advisor?
Yes. Casi Fors has a current investment-adviser registration in Washington, through Fors Financial Consulting, PS since April 2025.
How many years of experience does Casi Fors have?
Casi Fors has 24 years in the financial industry, since July 2002, across 4 adviser firms.
What exams has Casi Fors passed?
Casi Fors has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 2002. FINRA credited Casi Fors with the SIE, which began in October 2018.
Where did Casi Fors work before Fors Financial Consulting, PS?
Before Fors Financial Consulting, PS, Casi Fors was registered through LPL Financial LLC, October 2009 to November 2015; Hallett & Associates, P.S., November 2005 to October 2009.
Where is Casi Fors based?
Casi Fors’ registered office is in Port Angeles, WA.
Is Casi Fors registered with FINRA?
No. Casi Fors has no current broker registration.
How can I verify Casi Fors’ record?
Search CRD 4511451 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casi Fors’ full registration record.