Ana CraigCRD Number: 1209198
Current Firm: Charles Schwab & Company, Inc.
Ana Craig (CRD# 1209198) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gainesville, FL and has over 34 years of experience in the finance industry.
Chacon Diaz & Di Virgilio Wealth Management, LLC
Northwestern Mutual Investment Services,llc
J. W. Cole Advisors, Inc.
|Charles Schwab & Company, Inc.||Gainesville, FL||Oct 2016 - Current||1|
|Carr, Riggs & Ingram||Gainesville, FL||Jan 2010 - Nov 2016||6|
|1st Global Insurance Services, Inc.||Gainesville, FL||Sep 2008 - Nov 2016||8|
|1st Global Capital Corp.||Gainesville, FL||May 2008 - Nov 2016||8|
|1st Global Advisors, Inc.||Gainesville, FL||May 2008 - Nov 2016||8|
|Davis Monk & Company||Gainesville, FL||May 2008 - Jan 2010||1|
|J.w. Cole Financial, Inc.||Gainesville, FL||May 2005 - Mar 2008||2|
|Consolidated Financial Planning||Gainesville, FL||Apr 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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