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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 Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, California. Craig has been in the financial industry since June 1997. Craig has been registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) for over 20 years. Craig is also registered as an Investment Advisor Representative (IAR) in the state of California. Craig works with individual investors, pension and profit-sharing plans, and corporations. He provides financial planning, portfolio management, and investment advisory services. Craig also specializes in helping clients with retirement planning, college savings, and estate planning. Craig's approach to financial planning is to understand his clients' goals and objectives, and then to create a personalized plan to help them achieve them. He believes that communication is key to a successful client relationship.
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.
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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2
CA
08/25/2017 - Present
RB Capital Management, LLC (Walnut Creek CA)
CA
10/05/2004 - 05/03/2011
SLOAN SECURITIES CORP. (WALNUT CREEK CA)
FL
09/15/2003 - 10/06/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
01/03/2003 - 09/16/2003
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/25/1997 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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