Craig Maytubby, financial advisor Bakersfield CA
83 score

Craig Maytubby

CRD Number: 1898059
Current Firm: Invest Financial Corporation

Craig Maytubby (CRD# 1898059) is an Investment Advisor Representative working at Invest Financial Corporation in Bakersfield, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Kern Fcu Bakersfield, CA Oct 2014 - Current 2
Invest Financial Corp. Bakersfield, CA Oct 2014 - Current 2
Unionbanc Investment Services Bakersfield, CA Jan 2013 - Oct 2014 1
Bank Of The West Bakersfield, CA Aug 2011 - Jan 2013 1
Bancwest Investment Services Bakersfield, CA Aug 2011 - Jan 2013 1
Chase Investment Services Bakersfield, CA May 2010 - Aug 2011 1
Unemployed Bakersfield, CA Mar 2010 - May 2010 < 1
Principal Life Ins Co Bakersfield, CA Mar 2010 - Mar 2010 < 1
Princor Financial Services Corp Bakersfield, CA Mar 2010 - Mar 2010 < 1
Unemployed Bakersfield, CA Nov 2008 - Mar 2010 1
Cuso Financial Services, LP San Diego, CA Apr 2000 - Nov 2008 8
Ksf Investment Services Bakersfield, CA Apr 2000 - Oct 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S66 NASAA Uniform Combined State Law Examination May 2006
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Craig S. Maytubby
Phone Number: (813) 880-5300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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