Craig IsaacsCRD Number: 1261116
Current Firm: Nexus Advisor Solutions, Inc.
Craig Isaacs (CRD# 1261116) is an Investment Advisor Representative working at Nexus Advisor Solutions, Inc. in Phoenix, AZ and has over 30 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Nexus Advisor Solutions, Inc.||Phoenix, AZ||Jul 2014 - Current||2|
|Nexus Wealth Management Inc.||Phoenix, AZ||Oct 2007 - Current||9|
|Geneos Wealth Management, Inc.||Phoenix, AZ||May 2003 - Current||13|
|Nexus Wealth Advisors, LLC||Phoenix, AZ||Jun 2010 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)