Craig WilcoxCRD Number: 5538256
Current Firm: Wells Fargo Advisors, LLC
Craig Wilcox (CRD# 5538256) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Coeur d'Alene, ID and has over 9 years of experience in the finance industry.
Pinkerton Retirement Specialists, LLC
Cambridge Investment Research Advisors, Inc.
|Wells Fargo Advisors||Coeur D'alene, ID||Jun 2012 - Current||5|
|D.a. Davidson & Company||Coeur D'alene, ID||Aug 2008 - Jun 2012||3|
|D.a. Davidson & Company||Coeur D'alene, ID||May 2008 - Aug 2008||< 1|
|Unemployed||Coeur D'alene, ID||Mar 2008 - May 2008||< 1|
|Unikey Health Systems||Hayden, ID||Jan 2008 - Mar 2008||< 1|
|K-designers||Portland, OR||Oct 2007 - Dec 2007||< 1|
|Student Painters||Portland, OR||Apr 2007 - Sep 2007||< 1|
|Entercom Radio||Portland, OR||Jun 2004 - May 2007||2|
|Portland State University||Portland, OR||Jun 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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