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Craigen Schoen

35 Years of Experience
Greenville, SC
Broker

Craigen Schoen is a registered investment advisor at Raymond James & Associates, INC., based in Greenville, SC, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

112 Haywood Road, Greenville, SC, 29607

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
August 2007 - February 2013 · 5 yrs 6 mos
Morgan Keegan & Company, INC.Broker
August 2007 - February 2013 · 5 yrs 6 mos
Citigroup Global Markets INC.
December 1992 - August 2007 · 14 yrs 8 mos
Citigroup Global Markets INC.Broker
October 1990 - August 2007 · 16 yrs 10 mos
State Registrations20 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craigen Schoen - Financial Advisor | TrueAdvisor