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+)
CB

Craig Boyce Faile

North Carolina·CRD #2842637
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Craig Boyd Mendenhall

Washington·CRD #1048318
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
1
Exams
6
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CB

Craig Brinton

California·CRD #5498737
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
View profile
CB

Craig B Seyfert

Tennessee·CRD #2845612
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Craig Carlton Adams

Oklahoma·CRD #5339011
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Craig Carrington Walker

Florida·CRD #1630626
Dual-registered

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

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Craig C Foster

Connecticut·CRD #3262214
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
25 yrs
States
3
Exams
8
Since
2001
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
CC

Craig Charles Bartlett

New Jersey·CRD #2653083
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
2
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CC

Craig Charles McKnight

California·CRD #1614368
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Craig Christopher Meuer

Minnesota·CRD #2412084
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
33 yrs
States
1
Exams
3
Since
1993
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CC

Craig C Irby

New York·CRD #7657592
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Craig C Lebouef

Louisiana·CRD #4472747
IA Rep

Investment Adviser Rep at GOING CPAS AND WEALTH ADVISORS

Experience
18 yrs
States
2
Since
2008
Fee
AUM / Hourly
Minimum
$100k
View profile
CC

Craig Coburn Rogers

Texas·CRD #4542441
IA Rep

Investment Adviser Rep at ROGERS WEALTH GROUP, INC.

Experience
24 yrs
States
1
Exams
1
Since
2002
Fee
AUM / Flat Fee
View profile
CC

Craig C Walker Jr.

Florida·CRD #6495226
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Craig D Adams

Connecticut·CRD #6606288
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Craig Danieluk

New York·CRD #5721661
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Craig David Pfeiffer

Connecticut·CRD #730623
Dual-registered

Dual-registered at RISKBRIDGE ADVISORS, LLC

Experience
14 yrs
States
2
Exams
7
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10.0M
View profile
CD

Craig David Truitt

Virginia·CRD #1254434
Dual-registered

Dual-registered at CANAL CAPITAL MANAGEMENT, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Flat Fee / Performance-based
View profile
CD

Craig David Wakefield

Texas·CRD #2957545
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Flat Fee
View profile
CD

Craig D Considine

Colorado·CRD #5824438
Dual-registered

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

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Craig D Korkow

Iowa·CRD #4260965
Dual-registered

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

Experience
25 yrs
States
3
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Craig Donald Lefeber

Texas·CRD #2539782
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Craig Donald Ostrom

Arizona·CRD #2776796
Dual-registered

Dual-registered at NORTHLAND ASSET MANAGEMENT

Experience
30 yrs
States
13
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CD

Craig Donaldson Hodges

Texas·CRD #1714289
Dual-registered

Dual-registered at FIRST DALLAS SECURITIES, INC.

Experience
39 yrs
States
1
Exams
6
Since
1987
Fee
Commission
Minimum
$100k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 726 | AdvisorFinder