David Craig
David Craig is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mason, OH, with 24 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
Firm Size
IM Fee
Assets Under Management
Location
8485 S Mason Montgomery Rd, Suite 1, Mason, OH, 45040
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
David sells fixed insurance products and is an agent for Crump Life Insurance Services, dedicating about 10-20% of his time to these activities. He is also an owner/operator of Craig Capital Corp., Inc. (minimal time) and Craig Capital Wealth Management (about half his time).
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations14 states
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