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Claire Elaine Craighill

SBK Financial, Inc.

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About Claire Elaine Craighill

Claire Elaine Craighill is a financial advisor registered with SBK Financial, Inc. Claire has been in the financial industry since 1987. Claire's career spans several firms, including SunTrust Investment Services, Inc., Crestar Securities Corporation, Quest Capital Strategies, Inc., Wheat, First Securities, Inc., and NationsBanc Capital Markets, Inc. Claire is a Certified Financial Planner and has the Series 7 and Series 63 licenses. Claire specializes in portfolio management for individuals, financial planning, and selection of other advisors.

Firm Information

Claire Craighill is currently registered with SBK Financial, Inc.. SBK Financial, Inc. is an investment advisor registered with the SEC and located in RICHMOND, VA. They manage approximately $1,134,816,590 in assets for 1,315 clients. They offer portfolio management for individuals and provide other services such as financial planning, tax preparation and planning, and selection of other advisors. Their client base includes high net worth individuals, individuals other than high net worth, and charitable organizations.
SBK Financial, Inc.

1001 HAXALL POINT

RICHMOND, VA 23219

$1.13B

Assets Under Management

10

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation & planning

Tax preparation & planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Claire Craighill’s Registration & Firm History

VA

05/14/2007 - Present

SBK Financial, Inc. (RICHMOND VA)

VA

05/26/2000 - 04/11/2007

SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)

VA

02/27/1997 - 05/26/2000

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

CA

04/25/1996 - 09/13/1996

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NC

07/21/1993 - 03/30/1994

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

NY

01/01/1992 - 05/21/1993

NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)

NA

04/29/1987 - 01/01/1992

SOVRAN INVESTMENT CORPORATION

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Licenses & Designations

BC

Issued 11/30/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claire Elaine Craighill.
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