CV
CV

Craig Vinson

11 Years of Experience
Birmingham, AL
Broker

Craig Vinson is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2900 Highway 280, Suite 100, Birmingham, AL, 35223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Craig is the owner/proprietor of Granville Interiors, LLC, working as a consultant to small retailers on advertising, inventory management, and customer engagement. This takes a few hours per week and is never during business hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
May 2016 - April 2019 · 2 yrs 11 mos
Ameriprise Financial Services, INC.Broker
May 2016 - April 2019 · 2 yrs 11 mos
Raymond James & Associates, INC.
October 2014 - June 2016 · 1 yr 8 mos
Raymond James & Associates, INC.Broker
September 2014 - June 2016 · 1 yr 9 mos
State Registrations16 states
ALCADCFLGAILINKSMDMSNCSCTNTXVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.