Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Severin is a financial advisor at RIA Advisors, a wealth management firm. Craig has over 20 years of experience in the financial services industry. Craig is a Certified Financial Planner and holds Series 6, 7, 24, 63 and 65 licenses. Craig's primary focus is providing financial advice to individuals and families. Craig also provides financial planning and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
11/20/2018 - Present
RIA Advisors (HOUSTON TX)
TX
08/08/2016 - 11/08/2018
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 08/02/2016
BBVA SECURITIES INC. (HOUSTON TX)
TX
07/22/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
12/04/2009 - 07/13/2010
MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)
TX
03/22/2000 - 12/11/2009
CUNA BROKERAGE SERVICES, INC. (HOUSTON TX)
CA
12/17/1999 - 03/27/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
06/14/1999 - 03/16/2000
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
AL
04/22/1992 - 06/18/1999
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
VA
08/15/1991 - 03/05/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
SC
07/31/1990 - 04/22/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
09/19/1989 - 03/01/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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