Paul Craig, financial advisor Wheaton IL

Paul Craig

CRD Number: 4344092
Current Firm: Tower Wealth Advisors, Inc.

Paul Craig (CRD# 4344092) is an Investment Advisor Representative working at Tower Wealth Advisors, Inc. in Wheaton, IL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wheaton College Wheaton, IL May 2018 - Current 6
Tower Wealth Advisors Wheaton, IL Jun 2015 - Current 8
Ausdal Financial Partners Davenport, IA Jun 2015 - Current 8
Tower Financial Management Wheaton, IL Jan 2000 - Current 24
Glenbard Township High School Carol Stream, IL Aug 1998 - Current 25
Formula Folios Distributors Wheaton, IL Jul 2008 - Jul 2018 10
Southeast Investments, N.c. Inc. Charlotte, NC Nov 2012 - Jun 2015 2
Tower Wealth Advisors Wheaton, IL Jan 2011 - Jan 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Paul K. Craig
Phone Number: 630-682-1888
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $124,404
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

IL

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