Craig Foreman, financial advisor Bellevue WA

Craig Foreman

CRD Number: 1467243
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Craig Foreman (CRD# 1467243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Bellevue, WA Jun 2011 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue, WA Jan 1986 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Craig A. Foreman
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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