Raymond James Financial Services Advisors, Inc
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About this Advisor
Craig Forbus is a financial advisor based in Bonita Springs, Florida, who has been in the financial industry for 10 years. Forbus is an advisor for Raymond James Financial Services Advisors, Inc. Throughout their career, Forbus has worked at Hollister Co, Gap, H&W Staffing, Lowes, Fidelity Brokerage Services LLC, Ubs Financial Services Inc, Raymond James Financial Services Advisors Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America and Raymond James Financial Services, Inc. Forbus has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Texas. Raymond James Financial Services Advisors, Inc is an advisory company that has its headquarters in Bonita Springs, Florida. The company has offices in 2,040 locations and a total of 5,600 advisors. It has $81 billion in assets across its 280,698 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 100 charitable organizations. Of its 280,698 customer accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets available to invest. Raymond James Financial Services Advisors, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically are based on which services are offered. However, fee types charged by Raymond James Financial Services Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Craig Forbus Work History
Craig has 10 years of experience.
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Ubs Financial Services Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America
Fidelity Brokerage Services LLC
Craig Forbus has no disclosures.
Please visit their SEC profile for more details.