Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Atwell Frye is a registered investment advisor representative for Truist Advisory Services, Inc. Craig has been in the securities industry since October 27, 2000. Craig is currently licensed in the states of District of Columbia, Florida, Maryland, North Carolina, and Virginia. Craig has worked for BB&T Securities, LLC, BB&T Investment Services, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., Truist Investment Services, Inc., and Truist Bank. Craig has a Series 6, 7, 24, 63, and 66 license and the SIE exam. Craig specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Craig has a history of working with high-net-worth individuals and has a large client base across the country.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/27/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)
VA
02/02/2005 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (FALLS CHURCH VA)
NC
07/19/2001 - 12/31/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
05/11/1999 - 03/21/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 01/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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