Margot Craig (CRD# 7217243) is an Investment Advisor Representative working at Commonwealth Financial Network in Chicago, IL and has 1 year of experience in the finance industry. Margot Craig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Feb 2023 - Current | < 1 |
| Blueprint Wealth Advisors, LLC | Chicago, IL | Feb 2023 - Current | < 1 |
| Blueprint Wealth Advisors | Chicago, IL | Jan 2020 - Feb 2023 | 3 |
| Paradigm Wealth Management | Chicago, IL | Oct 2017 - Dec 2019 | 2 |
| Unemployed | Chicago, IL | May 2016 - Oct 2017 | 1 |
| Vincent Blume | Chicago, IL | Sep 2015 - May 2016 | < 1 |
| Millennium Wealth Advisors | Chicago, IL | May 2015 - Sep 2015 | < 1 |
| Unemployed | Saint Louis, MO | Jan 2015 - May 2015 | < 1 |
| Dr. Robert Craig, Md | Saint Louis, MO | Jan 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
- IL
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Total Assets Under Management146,387MILLIONS
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Total Number of Accounts585,629ACCOUNTS
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Average Account Value$249,965
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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