James Craig
James Craig is a registered investment advisor at Cetera Investment Advisers LLC, based in Crestview, FL, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1301 Industrial Drive, Crestview, FL, 32539
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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
James is a 50% owner of Bremar Properties, a rental property business. He also sells premium finance life insurance with various partners.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
LPL Financial LLCBroker
LPL Financial LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Suntrust Investment Services, INC.Broker
Key Investment Services LLCBroker
Mcdonald Investments INC.Broker
Banc One Securities CorporationBroker
State Registrations16 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.