Craig Isaacs, financial advisor Phoenix AZ
86 score

Craig Isaacs

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Craig A. Isaacs
Phone Number: 602-852-5590
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA

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BADGES
86

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