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+)
CD

Craig Dorian Perkins

Colorado·CRD #865539
Dual-registered

Dual-registered at CDP FINANCIAL GROUP, LLC

Experience
47 yrs
States
1
Exams
5
Since
1979
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
CD

Craig Douglas Cairns

Florida·CRD #2637602
Dual-registered

Dual-registered at HOWE AND RUSLING, INC.

Experience
5 yrs
States
3
Exams
4
Since
2021
Fee
AUM / Flat Fee
Minimum
$500k
View profile
CD

Craig Douglas Duvarney

Massachusetts·CRD #3192550
Dual-registered

Dual-registered at CRAIG DUVARNEY, CFP

Experience
27 yrs
States
3
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
Minimum
$1.0M
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CD

Craig Douglas Hafer

Pennsylvania·CRD #4587391
IA Rep

Investment Adviser Rep at WALSKY INVESTMENT MANAGEMENT INC

Experience
24 yrs
States
2
Exams
1
Since
2002
Est. fee
AUM
Minimum
$250k
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CD

Craig Douglas Johnsen

California·CRD #2103838
Dual-registered

Dual-registered at FORTITUDE ADVISORY GROUP L.L.C.

Experience
12 yrs
States
3
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$25k
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CD

Craig Douglas Meldahl

Florida·CRD #331504
IA Rep

Investment Adviser Rep at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Experience
52 yrs
States
2
Exams
6
Since
1974
Est. fee
AUM / Hourly / Flat Fee / Other
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CD

Craig Doyle Nelson

New York·CRD #6484725
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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CD

Craig D Rudisill

New Jersey·CRD #4987725
Dual-registered

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

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
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CD

Craig Dwayne Gentry

California·CRD #6621419
IA Rep

Investment Adviser Rep at DESTINATION WEALTH MANAGEMENT

Experience
10 yrs
States
1
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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CE

Craig Edward Blasiman

Michigan·CRD #6167853
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CE

Craig Edward Bowden

Texas·CRD #4837331
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Flat Fee
View profile
CE

Craig Edward Brand

Minnesota·CRD #2744584
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
CE

Craig E Kopp

Florida·CRD #2924257
Dual-registered

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

Experience
25 yrs
States
2
Exams
7
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Craig Eldon Schnuelle

Texas·CRD #4816681
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CE

Craig Elliot Savage

Georgia·CRD #3109238
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
28 yrs
States
2
Exams
6
Since
1998
Est. fee
AUM / Flat Fee
View profile
CE

Craig Elliott Lodge

Tennessee·CRD #4095995
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CE

Craig Eric Berman

Maryland·CRD #4049281
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CE

Craig Evan Steinhauer

California·CRD #2110946
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
1
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CE

Craig Evan Ward

California·CRD #4771626
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Fee
AUM / Other
View profile
CE

Craig Everett Keisling

Minnesota·CRD #2851722
Dual-registered

Dual-registered at ASSOCIATED INVESTMENT SERVICES, INC.

Experience
26 yrs
States
1
Exams
7
Since
2000
Fee
AUM
View profile
CF

Craig Francis Reinert

New Jersey·CRD #4402664
Dual-registered

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

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Craig F Umbrell

Texas·CRD #3128124
Dual-registered

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

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Craig F Zumpano

Texas·CRD #2885932
Dual-registered

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

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Craig Gallen

Texas·CRD #4317253
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
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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