Craig Colby (CRD# 1856819) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, SC and has over 35 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Jan 2019 - Current | 5 |
| Liberty Partners Capital Management LLC | Bakersfield, CA | Feb 2018 - Jan 2019 | < 1 |
| Liberty Partners Financial Services, LLC | Mt. Pleasant, SC | Jan 2018 - Jan 2019 | 1 |
| Unemployed | Mt. Pleasant, SC | Jun 2017 - Jan 2018 | < 1 |
| Oppenheimerfunds Distributor, Inc. | New York, NY | Aug 2006 - Jun 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- SC
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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