Joseph Craw, financial advisor Oviedo FL
93 score

Joseph Craw

CRD Number: 1816387
Current Firm: Planmember Securities Corporation

Joseph Craw (CRD# 1816387) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Joe Craw Retirement Planning Frederick, MD Mar 2012 - Current 6
Planmember Securities Corporation Carpinteria, CA Sep 2008 - Current 9
Prepaid Legal Services, Inc. Frederick, MD Sep 1995 - Current 22
Joseph A. Craw Frederick, MD Jan 1995 - Current 23
Paladin Advisor Group Frederick, MD Oct 2013 - Feb 2016 2
Everbank Jacksonville, FL Jun 2005 - Feb 2016 10
Securities America Advisors, Inc. Frederick, MD May 1996 - Sep 2008 12
Securities America, Inc. Frederick, MD Jan 1996 - Sep 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Joseph A. Craw
Phone Number: 805-684-1199
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    3,150
    MILLIONS
  • Total Number of Accounts
    57,400
    ACCOUNTS
  • Average Account Value
    $54,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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