Craig Roy, financial advisor Marksville LA

Craig Roy

CRD Number: 6834029
Current Firm: Edward Jones

Craig Roy (CRD# 6834029) is an Investment Advisor Representative working at Edward Jones in Marksville, LA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2017 - Current 6
United States Post Office Pineville, LA Jul 2017 - Aug 2017 < 1
Lowes Pineville, LA May 2017 - Jul 2017 < 1
Heart Of Louisiana Credit Union Pineville, LA Dec 2010 - Apr 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Craig Roy
Phone Number: 314-515-2000
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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