Claire Craighill, financial advisor Richmond VA

Claire Craighill

CRD Number: 1643898
Current Firm: Sbk Financial, Inc.

Claire Craighill (CRD# 1643898) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 36 years of experience in the finance industry. Claire Craighill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sbk Financial, Inc. Richmond, VA Apr 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
Contact Info for Claire E. Craighill
Phone Number: 804-237-1700
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    994
    MILLIONS
  • Total Number of Accounts
    1,303
    ACCOUNTS
  • Average Account Value
    $763,162
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

DE, FL, MA, MD, NC, TN, TX, VA, WV

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