Ana Craig, financial advisor Gainesville FL
93 score

Ana Craig

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Ana M. Craig
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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