Craig Vinson, financial advisor Montgomery AL
88 score

Craig Vinson

CRD Number: 6390153
Current Firm: Ameriprise Financial Services, Inc.

Craig Vinson (CRD# 6390153) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Montgomery, AL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Montgomery, AL May 2016 - Current < 1
Raymond James & Associates, Inc. Birmingham, AL Aug 2014 - May 2016 1
Granville Interiors, LLC Montgomery, AL Apr 2008 - Aug 2014 6
Starke Agency, Inc. Montgomery, AL Aug 1997 - Apr 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Craig O. Vinson
Phone Number: 612-671-3131
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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