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Craig Alan Canard

Investment Adviser Representative at HOGANTAYLOR WEALTH

Tulsa, OKCRD #4090114Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Craig Alan Canard has worked in the securities industry since 2004. They are registered to provide investment advisory services in Oklahoma.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oklahoma
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/25/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 1/17/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/26/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.00%
Next $500,0000.80%
Next $2,000,0000.70%
Next $7,000,0000.50%
Next $5,000,0000.30%
$15,000,001 to $25,000,0000.50%
$25,000,001 and up0.00%
Source

Hogantaylor Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HOGANTAYLOR WEALTHCurrent
10/31/2024Tulsa, OK
WELLS FARGO ADVISORS
6/30/201710/30/2024Tulsa, OK
BOK FINANCIAL ADVISORS
3/5/20147/17/2017Broken Arrow, OK
MORGAN STANLEY
10/25/20133/5/2014Fayetteville, AR
AMERIVEST INVESTMENT MANAGEMENT, LLC
8/29/20087/30/2009Fort Worth, TX
TD AMERITRADE, INC.
8/29/20087/30/2009Fort Worth, TX
CHARLES SCHWAB & CO., INC.
11/10/20038/22/2008Bentonville, AR

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Alan Canard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Craig Alan Canard - Financial Advisor in Tulsa, OK | AdvisorFinder