Craig SchultzCRD Number: 3181978
Current Firm: D.a. Davidson & Company
Craig Schultz (CRD# 3181978) is an Investment Advisor Representative working at D.a. Davidson & Company in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|D.a. Davidson & Company||Salt Lake City, UT||Jan 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Mar 1999|
Total Assets Under Management9,918MILLIONS
Total Number of Accounts33,323ACCOUNTS
Average Account Value$297,645
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV