Craig Zavalney (CRD# 1893046) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minot, ND and has over 35 years of experience in the finance industry.
CRD# 2409964
Securities America Advisors, Inc.
CRD# 5477685
Ameriprise Financial Services, LLC
CRD# 2437160
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Minot, ND | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Minot, ND | Sep 2005 - Mar 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
- ND
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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