Craig Trojahn is a registered investment advisor, based in Birmingham, AL, with 31 years of industry experience.
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig owns CWT Financial to help with brand recognition and promote his independent financial advisory business. The company also offers insurance sales, although Craig spends minimal time on this outside business activity.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Farmers Financial Solutions, LLCBroker
New England SecuritiesBroker
Farmers Financial Solutions, LLCBroker
Pruco Securities CorporationBroker
State Registrations1 state
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.