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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Conser is an investment advisor representative and financial professional working with Wells Fargo Advisors Financial Network, LLC. Craig has been in the industry since February 11, 1999. Craig is registered with the state of Texas and has licenses for Series 66, 10, 9, SIE, 31, and 7. Craig has previously worked with RBC CAPITAL MARKETS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Craig Conser also has a 25% ownership stake in TYLER TCM INVESTMENT DBA TRINITY CAPITAL MANAGEMENT and TYLER TCM INVESTMENT DBA TRINITY CAPITAL MANAGEMENT, LLC. Craig also owns 50% of TY13 PARTNERSHIP. Craig Conser is a registered investment advisor in the state of Texas and works with individual investors, high net worth individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, banking or thrift institutions, and state or municipal government entities. Craig offers services for financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
10/24/2011 - Present
Wells Fargo Advisors Financial Network, LLC (TYLER TX)
TX
05/28/2004 - 10/20/2011
RBC CAPITAL MARKETS, LLC (TYLER TX)
NY
02/12/1999 - 06/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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