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Craig Donner

Raymond James Financial Services Advisors, INC
29 Years of Experience
Weston, FL
1 DisclosureBroker
View SEC Summary
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Craig Donner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Weston, FL, with 29 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2645 Executive Park Dr, Weston, FL, 33331

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.
April 2004 - Present · 22 yrs 6 mos
Raymond James Financial Services, INC.Broker
April 2004 - Present · 22 yrs 6 mos
Previous Registrations
Raymond James Financial Services
April 2004 - October 2009 · 5 yrs 6 mos
Raymond James & Associates, INC.
September 2003 - April 2004 · 7 mos
Raymond James & Associates, INC.Broker
January 2001 - April 2004 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1997 - February 2001 · 3 yrs 11 mos
State Registrations24 states
ALCACODEFLGAILKSMAMDMOMSNCNENJNMNVNYOHPRSCTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Craig Donner - Financial Advisor | TrueAdvisor