AdFi
DP

David Peter Craig

Investment Adviser Representative at Raymond James Financial Services Advisors, Inc

Mason, OHCRD #4492152Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
5

Professional summary

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

David Peter Craig is an investment adviser representative with Raymond James Financial Services Advisors, Inc in Mason, OH, where they have been registered since 2016. They have worked in the securities industry since 2002 and were previously registered with Wells Fargo Advisors Financial Network, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Ohio.

Office

8485 S Mason Montgomery Rd, Suite 1
Mason, OH 45040

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
14 states and territories

California, Connecticut, Florida, Georgia, Indiana, Kentucky, Missouri, Montana, North Carolina, Ohio, South Carolina, Tennessee, Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/6/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 3/14/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/11/2002
Series 24
General Securities Principal Examination
Passed 5/10/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Raymond James Financial Services Advisors, IncCurrent
7/11/2016 – Mason, OH
Wells Fargo Advisors Financial Network, LLC
2/7/2007 – 5/24/2016Mason, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Raymond James Financial Services, Inc.
    May 2016 – no end date reportedMaineville, OH
  2. Raymond James Financial Services Advisors Inc.
    Jul 2016 – no end date reportedMason, OH
  3. Craig Capital Corp, Inc.
    Jun 2016 – May 2019Mason, OH
  4. Payroll Vault
    Jun 2018 – May 2019Mason, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Raymond James Financial Services Advisors, Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6,660
Offices listed on AdvisorFinder:
26
Main office:
Saint Petersburg, FL
SEC file number:
801-69815

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at Raymond James Financial Services Advisors, Inc

Showing 12 of 6,660 in the directory

View Raymond James Financial Services Advisors, Inc firm profile

Similar advisors in Mason, OH

Other advisors whose filed branch office is in the same city.

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. David Peter Craig 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
David Peter Craig in Mason, OH - Fees & Credentials