Craig Dykstra is a ChFC-designated registered investment advisor at Edward Jones, based in Leesburg, FL, with 27 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
27615 Us Hwy 27, Ste 101, Leesburg, FL, 34748
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Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
Craig is the treasurer for the South Lake Republican Club, providing financial status reports. This role does not involve handling money.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
Previous Registrations
Financial Network Investment CorporationBroker
T.H.E. Financial Group, LTDBroker
Amsouth Investment Services, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations32 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.
Exams
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