William Craig (CRD# 3260353) is an Investment Advisor Representative working at Lpl Financial LLC in Auburn, CA and has over 11 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Marysville, CA | May 2022 - Current | 1 |
Cuna Mutual Group | Waverly, IA | Sep 2019 - Current | 4 |
Cuna Brokerage Services, Inc. | Waverly, IA | Sep 2019 - Current | 4 |
Craigston Real Estate | Auburn, CA | Jan 2017 - Current | 7 |
State Farm | Auburn, CA | Jul 2019 - Aug 2019 | < 1 |
Frontier Communications | Elk Grove, CA | Aug 2018 - Jun 2019 | < 1 |
Bank Of America, N.a. | Davis, CA | Apr 2015 - Jun 2017 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davis, CA | Apr 2015 - Jun 2017 | 2 |
Boyz Nite Out | Orangevale, CA | Oct 1993 - May 2017 | 23 |
Jp Morgan Securities LLC | Carmichael, CA | Mar 2013 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
S63 | Uniform Securities State Law Examination | Nov 2019 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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