Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Callon is a financial advisor at Fisher Investments. Craig has over 15 years of experience in the financial services industry. Craig holds the Series 7 and Series 66 licenses. He is a Certified Financial Planner and offers financial planning services, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Craig has experience working with several different financial firms including Ameriprise Financial Services, Inc., Fidelity Brokerage Services LLC, PARK AVENUE SECURITIES LLC, MML INVESTORS SERVICES, LLC, Hilltop Securities and Fisher Investments.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
12/01/2023 - Present
Fisher Investments (PLANO TX)
TX
12/08/2022 - 11/30/2023
HILLTOP SECURITIES INC. (DALLAS TX)
TX
04/01/2022 - 12/09/2022
MML INVESTORS SERVICES, LLC (Dallas TX)
TX
09/30/2020 - 04/08/2022
PARK AVENUE SECURITIES LLC (DALLAS TX)
TX
03/05/2019 - 09/14/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/20/2016 - 02/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
BOTH
Issued 08/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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