James Craig, financial advisor Crestview FL

James Craig

CRD Number: 4757457
Current Firm: Cetera Investment Advisers LLC

James Craig (CRD# 4757457) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Crestview, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC Saint Cloud, MN Jul 2022 - Current 1
Cetera Investment Advisers LLC Crestview, FL Jul 2022 - Current 1
Hancock Whitney Bank Destin, FL May 2018 - Current 5
Hancock Whitney Investment Services, Inc. Destin, FL May 2018 - Aug 2022 4
Lpl Financial LLC Salt Lake City, UT Oct 2015 - May 2018 2
Jp Morgan Securities LLC Orem, UT Jun 2014 - Oct 2015 1
Key Investment Services Salt Lake City, UT Jan 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for James B. Craig
Phone Number: 888-528-2987
Registered State(s):
  • FL
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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, WY

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