Craig
Forbus

Raymond James Financial Services Advisors, Inc

CRD#6388147
Investment Advisor
in Bonita Springs, FL
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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

24301 Walden Center Drive Suite 103
Bonita Springs, FL 34134

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

FL Average: $1,855,561,029
Total Number of Employees

6,224

FL Average: 62
Total Number of Accounts

343,734

FL Average: 2,474
Average Account Size

$301,664

FL Average: $750,025

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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
  • Other

Craig Forbus Work History

Craig has 10 years of experience.

2017 - Present (2 years)

Raymond James Financial Services Advisors Inc

2017 - Present (2 years)

Raymond James Financial Services, Inc

2017 - 2017 (< 1 year)

Bass Pro

2016 - 2016 (< 1 year)

Ubs Financial Services Inc

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Bank Of America

2013 - 2013 (< 1 year)

Lowes

2013 - 2016 (3 years)

Fidelity Brokerage Services LLC

2012 - 2013 (1 year)

H&W Staffing

2008 - 2009 (1 year)

Hollister Co

2008 - 2010 (2 years)

Gap

Disclosures

Craig Forbus has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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