Raymond Forster
Raymond Forster is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton, MA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
373 Boylston Street, Newton, MA, 02459
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1999Other Business Activities
Raymond is an owner and officer (President) of RG Wealth Management Group, LLC, which is used to manage his RJFS practice with Giovanni Galbiati. Raymond spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
Tucker Anthony IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.