Colin Forbes, financial advisor Midvale UT

Colin Forbes

CRD Number: 5009979
Current Firm: D.a. Davidson & Company

Colin Forbes (CRD# 5009979) is an Investment Advisor Representative working at D.a. Davidson & Company in Midvale, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Midvale, UT Mar 2017 - Current 3
D.a. Davidson & Company Midvale, UT Nov 2016 - Mar 2017 < 1
Salt Lake Bees Salt Lake City, UT Apr 2011 - Nov 2016 5
D.a. Davidson & Company Midvale, UT Jan 2010 - Apr 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Colin M. Forbes
Phone Number: 406-727-4200
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    18,449
    MILLIONS
  • Total Number of Accounts
    57,712
    ACCOUNTS
  • Average Account Value
    $319,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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