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FORTHRIGHT FINANCIAL SERVICES
FORTHRIGHT FINANCIAL SERVICES LLC
CRD 326786
1200 S MAIN ST STE 109, WEATHERFORD, TX, 76086, United States
Phone
817-661-1231
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.9M
Discretionary AUM
$3.9M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $3.9M |
All web addresses on file
- https://www.youtube.com/channel/UCIt5lZxvfIQFDtJBJNTamJg
- https://www.linkedin.com/in/travis-mccullough-cfp%C2%AE-mst-03a47295/
- https://www.linkedin.com/company/forthright-financial-services/
- https://www.facebook.com/forthrightfs
- https://www.instagram.com/travisthecfo/
- https://twitter.com/TravisTrentMcC
- https://twitter.com/forthrightfs
- https://www.forthrightfs.com
- https://www.tiktok.com/@travisthecfo?is_from_webapp=1&sender_device=pc
Official SEC filing: View on IAPD