CB
CB

Craig Brigman

6 Years of Experience
Austin, TX
BrokerSells Insurance

Craig Brigman is a registered investment advisor, based in Austin, TX, with 6 years of industry experience.

Location

5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735

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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.

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Other Business ActivitiesSells Insurance

Craig owns Cardinal Tax, providing tax and accounting services, and Cardinal Business Services, a consulting firm. He is also a partner and wealth advisor at Destination Wealth Advisors, and owns 460 Education and Biz Lab LLC, dedicating nearly full-time hours to Destination Wealth Advisors.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
August 2024 - Present · 2 yrs 1 mo
Kestra Private Wealth Services, LLC
August 2024 - Present · 2 yrs 1 mo
Previous Registrations
Edward Jones
September 2019 - August 2024 · 4 yrs 11 mos
Edward JonesBroker
August 2019 - August 2024 · 5 yrs
State Registrations5 states
FLNCOHPAVA
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.
Craig Brigman - Financial Advisor | TrueAdvisor