James Forster
James Forster is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Franklin, TN, with 16 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
1550 West McEwen Drive, Suite 450, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James serves on the advisory board for Saint-Andrew's Sewanee School's investment committee, dedicating a few hours per week to this role. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations21 states
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