R. Craig, financial advisor Holland MI

R. Craig

CRD Number: 4878375
Current Firm: Advisory Alpha, LLC

R. Craig (CRD# 4878375) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Advisory Alpha, LLC Holland, MI Jul 2019 - Current 2
Jp Morgan Chase Bank, N.a. Oakland, CA Jul 2018 - Jul 2019 1
Jp Morgan Securities, LLC Oakland, CA Jul 2018 - Jul 2019 1
Unemployed Pleasant Hill, CA Mar 2018 - Jul 2018 < 1
Scottrade Investment Management Oakland, CA May 2017 - Mar 2018 < 1
Scottrade, Inc. Oakland, CA Nov 2004 - Mar 2018 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for R. G. Craig
Phone Number: 866-530-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,245
    MILLIONS
  • Total Number of Accounts
    9,960
    ACCOUNTS
  • Average Account Value
    $125,046
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

AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MD, ME, MI, NC, NH, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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