Brian Forneris
Brian Forneris is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Marcum Wealth, LLC
Intellicents Investment Solutions INC
Securian Financial Services, INC.Broker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations1 state
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.