Craig Watanabe, financial advisor Calabasas CA
96 score

Craig Watanabe

CRD Number: 1177960
Current Firm: American Financial Network Advisory Services, LLC

Craig Watanabe (CRD# 1177960) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 31 years of experience in the finance industry. Craig Watanabe 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
Dfpg Investments, Inc. Sandy, UT Oct 2017 - Current < 1
American Financial Network Advisory Services, LLC Calabasas, CA Aug 2017 - Current < 1
United Planners' Financial Services Scottsdale, AZ Aug 2009 - Oct 2017 8
Penniall & Associates, Inc. Pasadena, CA Jul 2008 - Aug 2017 9
Core Compliance & Legal Services, Inc. San Diego, CA May 2015 - Jul 2017 2
Fi360 Pasadena, CA Apr 2014 - Jun 2016 2
Advisor Solutions Group Newport Beach, CA Jul 2014 - Apr 2015 < 1
Natl Society Of Compliance Professionals Corwell Bridge, CT Jun 2008 - Oct 2014 6
Pension Architects Advisory Group Pasadena, CA Jun 2008 - Sep 2013 5
Walter Kluwer Financial Services Minneapolis, MN Jun 2008 - Sep 2011 3
Finra District 2 Committee Los Angeles, CA Jun 2008 - Jan 2011 2
Nrp Advisors, Inc. Bryan, OH Oct 2008 - Oct 2009 1
Nrp Finanical, Inc. Pasadena, CA May 2008 - Oct 2009 1
Western International Securities, Inc. Pasadena, CA Jul 1996 - Aug 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Craig R. Watanabe
Phone Number: (818) 264-4644
Firm Website: http://www.afn-net. com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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