Craig Churman, financial advisor Bellingham WA
90 score

Craig Churman

CRD Number: 1882164
Current Firm: Saturna Capital Corporation

Craig Churman (CRD# 1882164) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Saturna Capital Corporation Bellingham, WA Aug 2014 - Current 2
Saturna Brokerage Services Bellingham, WA Aug 2014 - Current 2
Saturna Trust Company Bellingham, WA Jan 2014 - Current 2
Saturna Brokerage Services Bellingham, WA Oct 2011 - Current 5
Saturna Capital Corporation Bellingham, WA Aug 2011 - Current 5
Saturna Brokerage Services Bellingham, WA Aug 2011 - Oct 2011 < 1
Bny Mellon Wilmington, DE Jul 2010 - Aug 2011 1
Pnc Gis Wilmington, DE Jan 2001 - Jul 2010 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Craig P. Churman
Phone Number: 360-594-9900
Firm Website: http://www.saturna.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,796
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $52,722,778
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA, ID, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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