Unclaimed
Craig Willingham is a financial advisor with over 35 years of experience in the financial services industry. Craig is currently registered with Raymond James & Associates, Inc. in Memphis, Tennessee. Craig has a broad range of experience in the financial services industry, including investment banking, municipal securities, and general securities. Craig is also a registered principal with Raymond James & Associates, Inc., which allows him to provide a wide range of investment services to his clients. Previously, Craig was employed with MORGAN KEEGAN & COMPANY, INC. in Memphis, Tennessee. Craig's strong background in financial services provides him with the necessary expertise to assist clients in meeting their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/02/2013 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
06/26/1987 - 01/02/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 07/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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