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Craig Myers

31 Years of Experience
Denver, CO
BrokerSells Insurance

Craig Myers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denver, CO, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

270 Adams Street, Denver, CO, 80206

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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 is an agent for Myers Financial Services LLC, selling life, disability, long-term care, and health insurance, dedicating a few hours per week. He also owns Oxford Wealth Management LLC, a support company, dedicating about half his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2003 - Present · 22 yrs 10 mos
Previous Registrations
Raymond James Financial Services
November 2003 - January 2009 · 5 yrs 2 mos
New England Securities Corporation
September 1999 - November 2003 · 4 yrs 2 mos
New England SecuritiesBroker
December 1994 - November 2003 · 8 yrs 11 mos
State Registrations10 states
CACOFLILNCNYOHSCTXVA
AdvisorBrokerBoth

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.

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