Jimmy Forbis, financial advisor Memphis TN

Jimmy Forbis

CRD Number: 210980
Current Firm: Valmark Advisers, Inc.

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.

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Professional Designations
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
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Jimmy S. Forbis
Phone Number: 800-765-5201
Firm Website: http://www.valmarkfg.com
Registered State(s):
  • AL
  • AZ
  • AR
  • FL
  • IL
  • MS
  • MO
  • NC
  • OK
  • TN
  • UT
  • VA
By the Numbers
  • Total Assets Under Management
    7,506
    MILLIONS
  • Total Number of Accounts
    13,514
    ACCOUNTS
  • Average Account Value
    $555,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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