Craig DonnerCRD Number: 2843386
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Genesis Wealth Management, Inc.
Global Financial Private Capital, Inc.
Kingsview Wealth Management, LLC
|Real Estate||Weston, FL||Jun 2010 - Current||10|
|Raymond James Financial Services Advisors, Inc.||Weston, FL||Jan 2009 - Current||12|
|Cma Healthcare, Inc.||Weston, FL||Dec 2008 - Current||12|
|Insurance-non Variable||Weston, FL||Sep 2005 - Current||15|
|Suppoer Company||Weston, FL||Sep 2005 - Current||15|
|Craig Steven Donner||Weston, FL||Sep 2005 - Current||15|
|Raymond James Financial Services||Weston, FL||Apr 2004 - Current||16|
|Falcon Wealth Management, Inc.||Weston, FL||Apr 2004 - Current||16|
|Independent Insurance Sales Agent||Weston, FL||Apr 2004 - Current||16|
|Craig S. Donner, D.c.||Weston, FL||Apr 2004 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
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
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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