Forrest Means has been an investment adviser representative at Cross State Financial Group since July 2022, and is not listed among the firm’s executive officers or direct owners.
Cross State Financial Group LLC is an Albuquerque, NM firm with $188M under management, 406 clients and 10 advisers across 8 offices, as of its April 2026 filing.
Forrest Means’ longest registration is the current one, 4 years at Cross State Financial Group since 2022. Before joining Cross State Financial Group in 2022, Forrest Means was registered through Financial Depot.
- – present · 4 yearsCitrus Heights, CA · Adviser representative · Firm CRD 282011
- Financial Depot– · 2 yearsSparks, NV · Adviser representative · Firm CRD 170148
Investment adviser representative registrations
Forrest Means is registered as an investment adviser representative in California, since July 2022.
- CaliforniaSince 11 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7260310
- Firm
- Cross State Financial Group · CRD 282011
- Office
- Citrus Heights, CA
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Forrest Means work?
Forrest Means is an investment adviser representative registered through Cross State Financial Group LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Forrest Means a financial advisor?
Yes. Forrest Means has a current investment-adviser registration in California, through Cross State Financial Group since July 2022.
How many years of experience does Forrest Means have?
Forrest Means has 6 years in the financial industry, since June 2020, across 2 adviser firms.
What exams has Forrest Means passed?
Forrest Means passed the Series 65 in May 2020.
Where is Forrest Means based?
Forrest Means’ registered office is in Citrus Heights, CA.
Is Forrest Means registered with FINRA?
No. Forrest Means has no current broker registration.
How can I verify Forrest Means’ record?
Search CRD 7260310 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Forrest Means’ full registration record.