Craig McGrath (CRD# 6662883) is an Investment Advisor Representative working at Lpl Financial LLC in Tempe, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Tempe, AZ | Jul 2023 - Current | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2021 - Current | 2 |
| Independent Financial Group | Long Beach, CA | Jan 2021 - May 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seal Beach, CA | Nov 2018 - Nov 2020 | 2 |
| First Command Financial Planning, Inc. | Garden Grove, CA | Jan 2017 - Nov 2018 | 1 |
| First Command Advisory Services, Inc. | Garden Grove, CA | Jan 2017 - Nov 2018 | 1 |
| First Command Insurance Services, Inc. | Garden Grove, CA | Jan 2017 - Nov 2018 | 1 |
| First Command Financial Planning, Inc. | Garden Grove, CA | Jul 2016 - Jan 2017 | < 1 |
| City Of Long Beach | Long Beach, CA | May 2016 - Oct 2016 | < 1 |
| Orang Coast College | Costa Mesa, CA | Jan 2016 - May 2016 | < 1 |
| Excursions Of Escalante | Escalante, UT | Jun 2015 - Oct 2015 | < 1 |
| United States Navy | Millington, TN | Sep 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- AZ
- CA
- NV
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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