Colin Forbes
Colin Forbes is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Draper, UT, with 9 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
11681 S 700 E, Suite 250, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colin is a partner and managing member of M & C Forbes Properties LLC, formed in 2018 to invest in real estate. He dedicates minimal time to this business, and the LLC currently owns no properties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations17 states
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