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Christopher Craft

26 Years of Experience
Houston, TX
BrokerSells Insurance

Christopher Craft is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Houston, TX, with 26 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

1710 State Street, Houston, TX, 77007

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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

Christopher is an independent insurance agent for various companies and a manager at Public Safety Financial Group, LLC, where he sells life insurance, dedicating a few hours per week. He is also an advisory representative of a RIA, CIRA, spending nearly full-time on this investment-related activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2011 - Present · 14 yrs 10 mos
Cambridge Investment Research Advisors, INC.
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
MML Investors Services, LLC
October 2009 - July 2011 · 1 yr 9 mos
MML Investors Services, LLCBroker
October 2009 - July 2011 · 1 yr 9 mos
VALIC Financial Advisors, INC.Broker
October 2008 - October 2009 · 1 yr
VALIC Financial Advisors, INC.
October 2008 - October 2009 · 1 yr
Aig Retirement Advisors, INC.
January 2003 - September 2008 · 5 yrs 8 mos
Aig Retirement Advisors, INC.Broker
November 1999 - September 2008 · 8 yrs 10 mos
The Variable Annuity Marketing CompanyBroker
November 1999 - December 2001 · 2 yrs 1 mo
State Registrations7 states
ARMNMSNVTXUTVA
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.
Christopher Craft - Financial Advisor | TrueAdvisor