Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Schmitt is a registered investment advisor representative with Painted Porch Advisors LLC. Craig has been in the industry since 2013 and has experience in providing financial planning and portfolio management for individuals, businesses, and pooled investment vehicles. Craig is based in Santa Barbara, CA and is currently registered with the state of California. Craig is a Series 65 license holder.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/20/2021 - Present
Painted Porch Advisors LLC (SANTA BARBARA CA)
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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