Jimmy Forbis (CRD# 210980) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Memphis, TN and has over 31 years of experience in the finance industry.
CRD# 2644889
Wells Fargo Clearing Services, LLC
CRD# 6574947
First Horizon Advisors, Inc.
CRD# 6347351
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Securities, Inc. | Akron, OH | Oct 2021 - Current | < 1 |
| Valmark Advisers, Inc. | Akron, OH | Oct 2021 - Current | < 1 |
| The Pinnacle Study Group | Lincoln, NE | Aug 2014 - Current | 7 |
| Life Settlements | Memphis, TN | Jun 2014 - Current | 8 |
| Lincoln Investment | Memphis, TN | Jun 2012 - Oct 2021 | 9 |
| Capital Analysts, Incorporated | Memphis, TN | Dec 1995 - Oct 2021 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
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Total Assets Under Management7,506MILLIONS
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Total Number of Accounts13,514ACCOUNTS
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Average Account Value$555,441
- A percentage of assets under your management
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