Todd Craghead, financial advisor Encinitas CA
77 score

Todd Craghead

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Palm Springs, CA Feb 2014 - Current 2
Union Bank Palm Springs, CA Jul 2013 - Current 3
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Todd A. Craghead
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
77

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