Todd CragheadCRD Number: 6291050
Current Firm: Unionbanc Investment Services, LLC
Todd Craghead (CRD# 6291050) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Encinitas, CA and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Unionbanc Investment Services||Palm Springs, CA||Feb 2014 - Current||3|
|Union Bank||Palm Springs, CA||Jul 2013 - Current||4|
|Union Bank||Menifee, CA||Dec 2010 - Jul 2013||2|
|Scher Tire Goodyear||Santa Ana, CA||Aug 2009 - Feb 2011||1|
|Unemployed||Nuevo, CA||Sep 2008 - Aug 2009||< 1|
|So Cal Sandbags||Lake Elsinore, CA||Mar 2008 - Sep 2008||< 1|
|Proformance Grading||Ontario, CA||Oct 2006 - Mar 2008||1|
|Heavy Equipment School||Las Vegas, NV||Jun 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management773MILLIONS
Total Number of Accounts3,196ACCOUNTS
Average Account Value$241,970
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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