AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CA

Craig Alexander Halliday

Ohio·CRD #1921624
Dual-registered

Dual-registered at &PARTNERS

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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CA

Craig Allan Middendorf

Kentucky·CRD #1164834
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
26 yrs
States
1
Exams
4
Since
2000
Fee
AUM / Hourly / Flat Fee / Other
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CA

Craig Allen Belisle

Georgia·CRD #2736027
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee / Other
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CA

Craig Allen Brown

Texas·CRD #4157722
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
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CA

Craig Allen Gleason

New Jersey·CRD #5537762
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
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CA

Craig Allen Hauger

Arizona·CRD #1004746
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
1
Exams
7
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CA

Craig Allen Hoelzer

Connecticut·CRD #1178903
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
43 yrs
States
2
Exams
6
Since
1983
Est. fee
AUM / Commission / Flat Fee
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CA

Craig Allen Holm

Minnesota·CRD #4871211
Dual-registered

Dual-registered at REDHAWK WEALTH ADVISORS, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Flat Fee
Minimum
$1k
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CA

Craig Allen Larsen

Florida·CRD #1102215
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
43 yrs
States
2
Exams
6
Since
1983
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Craig Allen Leppien

Michigan·CRD #4394900
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CA

Craig Allen Long

Tennessee·CRD #2687301
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CA

Craig Allen Mapstone

New York·CRD #2162915
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
35 yrs
States
2
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Craig Allen Ratz

Minnesota·CRD #7307648
IA Rep

Investment Adviser Rep at CALCULATED WEALTH

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CA

Craig Allen Smith

Indiana·CRD #810191
Dual-registered

Dual-registered at SYCAMORE FINANCIAL GROUP

Experience
51 yrs
States
2
Exams
11
Since
1975
Fee
AUM
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CA

Craig Allen Tuemler

West Virginia·CRD #6293935
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CA

Craig Allen Weber

Minnesota·CRD #4492759
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Flat Fee
View profile
CA

Craig Andrew Brothers

California·CRD #1342134
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
41 yrs
States
1
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CA

Craig Andrew Pernick

California·CRD #1110109
Dual-registered

Dual-registered at ASB CAPITAL MANAGEMENT LLC

Experience
27 yrs
States
8
Exams
5
Since
1999
Est. fee
AUM / Performance-based
View profile
CA

Craig Andrew Roncaioli

Connecticut·CRD #1383311
Dual-registered

Dual-registered at REDHAWK WEALTH ADVISORS, INC.

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$1k
View profile
CA

Craig Anthony Rossetti

Pennsylvania·CRD #3086453
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

Experience
28 yrs
States
1
Exams
3
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CA

Craig Argent Dell

Maryland·CRD #5191383
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
2
Exams
7
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Craig Bennett Roth

Washington·CRD #2162815
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
34 yrs
States
1
Exams
7
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CB

Craig Bernard Keller

California·CRD #4803363
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
16 yrs
States
1
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CB

Craig Boswell Voorhees

Ohio·CRD #5904072
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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.

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