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Craig Markham

40 Years of Experience
St Louis, MO
BrokerSells Insurance

Craig Markham is a registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 40 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1821 S 9th St, St Louis, MO, 63104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig works as a consultant for Alphasights, providing background in industry wealth management platforms. He is also an insurance agent selling life and annuities, dedicating variable hours to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
March 2013 - September 2013 · 6 mos
Citistreet Equities LLCBroker
December 2005 - December 2006 · 1 yr
Mli Distribution LLCBroker
July 2005 - December 2006 · 1 yr 5 mos
Tl&a Insurance Distribution LLCBroker
July 2005 - September 2005 · 2 mos
Tower Square Securities, INC.Broker
July 2005 - September 2013 · 8 yrs 2 mos
Tower Square Securities, INC.Broker
July 2005 - July 2005 · 0 mos
Metlife Securities INC.Broker
November 2003 - September 2013 · 9 yrs 10 mos
New England SecuritiesBroker
November 2003 - September 2013 · 9 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
November 2003 - July 2007 · 3 yrs 8 mos
Nathan & Lewis Securities, INC.Broker
December 2002 - August 2003 · 8 mos
Walnut Street Securities, INC.Broker
June 1998 - September 2013 · 15 yrs 3 mos
Mercantile Investment Services, INC.Broker
June 1997 - June 1998 · 1 yr
Mark Twain Brokerage Services, INC.Broker
November 1989 - June 1997 · 7 yrs 7 mos
Lasalle St Securities, L.L.C.Broker
June 1989 - December 1989 · 6 mos
B.C. Christopher Securities CO.Broker
May 1988 - July 1989 · 1 yr 2 mos
M.S. Kerns Investments, INC.Broker
November 1986 - June 1988 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1985 - November 1986 · 1 yr 4 mos
State Registrations1 state
MO
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craig Markham - Financial Advisor | TrueAdvisor