Troy Forman
Troy Forman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, IN, with 28 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
2635 Foxpointe Drive, Suite B, Columbus, IN, 47203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Troy is the President/Owner of Forman Investments Services, Inc. and spends about 10-20% of his time on this. He also owns rental real estate and serves as Treasurer and Board Member for St Peters Lutheran Church Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Linsco/private Ledger CORP.Broker
State Registrations23 states
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