Ruth Lorraine Forehand

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Lpl Financial, Llc
  San Antonio, TX
• 01/2020 → Present
  Iht Wealth Management, Llc
  San Antonio, IL
• 10/2012 → 12/2019
  Revolution Wealth Management
  San Antonio, TX

Previous Registrations

• 2008-04-07 → 2009-04-20
  Usaa Financial Planning Services
  San Antonio, TX
• 2007-12-13 → 2008-02-25
  Fac Wealth Management, Llc
  Naples, FL
• 2002-11-18 → 2006-07-06
  Choreo, Llc
  Raleigh, NC

Other Businesses

1. 08/24/2009 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 5% - SALES OF FIXED INSURANCE PRODUCTS. 2. 3/20/2020 - IHT Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/01/2019 - 180 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-15
• S63 Uniform Securities Agent State Law Examination
  1995-10-13

Designations

• Certified Financial Planner

Other Names

• Ruth Forehand
• Ruth Lorraine Forehand-Rickerson