Craig Lannaman (CRD# 5959129) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boca Raton, FL and has over 11 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Boca Raton, FL | Jul 2020 - Current | 3 |
| Morgan Stanley Private Bank, N.a | New York, NY | Jun 2017 - Current | 6 |
| Morgan Stanley | Delray Beach, FL | May 2012 - Current | 11 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jun 2017 - Jul 2020 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- FL
- ID
- TX
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- 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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