Craig Donner, financial advisor Weston FL

Craig Donner

CRD Number: 2843386
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Craig Donner (CRD# 2843386) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Weston, FL and has over 19 years of experience in the finance industry.
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Company Name Location Dates Years
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
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 Craig S. Donner
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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