Craig Donner
Craig Donner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Weston, FL, with 29 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
2645 Executive Park Dr, Weston, FL, 33331
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Craig is a trustee for the Amy Rita Lewis Trust and executor for the Estate of Amy Rita Lewis, managing their assets. He is also the owner/proprietor of Craig S. Donner, D.C., CEO of a real estate brokerage, and CEO of Falcon Wealth Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.