Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Boyce Faile is a financial advisor with over 25 years of experience in the financial services industry. Craig has a strong track record of success in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Craig holds both Series 6 and Series 7 licenses, and is a Certified Financial Planner. Craig is currently registered with Independent Advisor Alliance, LLC. In the past, Craig was also registered with Signator Investors, Inc.
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.
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.
1
2
NC
01/08/2016 - Present
Independent Advisor Alliance, LLC (CHARLOTTE NC)
NC
07/03/1997 - 12/20/2013
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Faile is the right advisor for you? Invested Better is here to help.
