R. CraigCRD 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.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Stewardship Advisory Group, LLC
|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|
Total Assets Under Management1,245MILLIONS
Total Number of Accounts9,960ACCOUNTS
Average Account Value$125,046
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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