CG
ChFC
CG
ChFC

Craig Garrison

21 Years of Experience
Littleton, CO
Broker

Craig Garrison is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Littleton, CO, with 21 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
Loading...

Location

2516 W Main St, Littleton, CO, 80120

Get directions

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.

Learn about disclosures →
Other Business Activities

Craig is the owner of Bench in Golden, LLC, a holding company for shares of Talladega Holdings, LLC, and also an owner of Garrison Financial Group, the DBA for his Raymond James business. He also owns Talladega Holdings, LLC, a partnership where his Raymond James revenue goes; he spends minimal time on each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2007 - March 2019 · 11 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
November 2004 - July 2024 · 19 yrs 8 mos
State Registrations37 states
AZCACOCTDCDEFLGAHIIAIDILMAMEMIMNMOMSMTNCNHNMNVNYOHOKORPASCSDTNTXUTVAWAWVWY
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.