CW
CW
Craig White
11 Years of Experience
Fort Myers, FL
Broker
Craig White is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Myers, FL, with 11 years of industry experience. Craig 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
4379 Colonial Blvd, Suite 100, Fort Myers, FL, 33971
Get directionsHistory
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs
Cetera Investment Services LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
March 2019 - April 2024 · 5 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
February 2019 - April 2024 · 5 yrs 2 mos
Chase Investment Services CORP.Broker
August 2007 - April 2012 · 4 yrs 8 mos
State Registrations7 states
FLGAMNNCSCVTWI
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.