Craig Whiting, financial advisor Rice Lake WI

Craig Whiting

CRD Number: 4952873
Current Firm: Primerica Advisors

Craig Whiting (CRD# 4952873) is an Investment Advisor Representative working at Primerica Advisors in Rice Lake, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Craigs Carpentry Ashland, WI May 2015 - Current 8
Charles Whiting Construction Ashland, WI Jun 2014 - Current 9
Pfs Investments Inc. Rice Lake, WI Apr 2005 - Current 19
Primerica Financial Services Rice Lake, WI Jan 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Craig Whiting
Phone Number: 833-786-0550
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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