Joseph Craig
Joseph Craig is a registered investment advisor at Osaic Wealth, INC., based in Brentwood, TN, with 39 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
8119 Isabella Lane, Suite 109, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (6)
Customer Dispute
December 2009Customer Dispute
March 2007Employment Separation After Allegations
December 2006Customer Dispute
March 2005Customer Dispute
August 2002Employment Separation After Allegations
July 1999Other Business ActivitiesSells Insurance
Joseph is an insurance representative with Craig Wealth Management, selling traditional insurance and fixed annuities, dedicating a few hours per week. He is also a local tour director for the NashvilleUSAm Tour, spending a few hours per week organizing events.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Wiley Bros.-Aintree Capital, LLC
Wiley Bros.-Aintree Capital, LLCBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Dean Witter Reynolds INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.