Jimmy
Forbis
Valmark Advisers, Inc
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About this Advisor
Jimmy Forbis is a financial advisor based in Memphis, Tennessee, working with Valmark Advisers, Inc. Jimmy has previously held positions at Capital Analysts, Inc, Lincoln Investment, The Pinnacle Study Group, Life Settlements, Valmark Securities, Inc, and Valmark Advisers, Inc. Jimmy has passed the Series 63 regulatory exam and is registered to provide services in Alabama, Arizona, Arkansas, Florida, Illinois, Mississippi, Missouri, North Carolina, Oklahoma, Tennessee, Utah, and Virginia. Currently, Jimmy is part of Valmark Advisers, Inc, which operates out of Memphis, Tennessee. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jimmy Forbis Work History
Valmark Securities, Inc
Valmark Advisers, Inc
The Pinnacle Study Group
Life Settlements
Lincoln Investment
Capital Analysts, Inc
Disclosures
Please visit the SEC profile of Jimmy Forbis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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