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Todd Craig is a registered investment advisor at Wells Fargo Advisors, based in Ocala, FL, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
220 SE 36th Ave, Ocala, FL, 34471
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Regulatory History (1)
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Criminal
April 1998Final Disposition
Other Business Activities
Todd owns 33.33% of FMC Real Estate since 2016, which is investment-related. He spends no time on this activity and has no duties.
Employment History
Current Registrations
Wells Fargo Advisors
December 2012 - Present · 13 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2012 - Present · 13 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - December 2012 · 3 yrs 6 mos
Morgan Stanley
June 2009 - December 2012 · 3 yrs 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Wachovia Securities, LLC
January 2008 - January 2009 · 1 yr
Wachovia Securities, LLCBroker
January 2008 - January 2009 · 1 yr
A. G. Edwards & Sons, INC.
May 2006 - January 2008 · 1 yr 8 mos
A. G. Edwards & Sons, INC.Broker
April 2006 - January 2008 · 1 yr 9 mos
T. Rowe Price Investment Services, INC.Broker
June 2005 - April 2006 · 10 mos
State Registrations36 states
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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.