linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Craig David Truitt

Canal Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Craig? Claim Your Profile

About Craig David Truitt

Craig David Truitt is a registered investment advisor representative with Canal Capital Management, LLC. Craig has been in the industry since 1984 and has experience with a variety of financial services, including investment advisory services, financial planning, portfolio management, and selection of other advisors. Craig has a Series 7, 6, 63 and 65 license and has worked for several financial institutions over the years including NYLIFE DISTRIBUTORS LLC and TRAVELERS EQUITIES SALES, INC.

Firm Information

Craig Truitt is currently registered with Canal Capital Management, LLC. Canal Capital Management, LLC is an investment advisor located in RICHMOND, VA. The firm has 1 licensed agent and 5 investment adviser representatives. Canal Capital Management, LLC manages approximately $1,076,611,924 in regulatory assets under management, primarily for high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm provides financial planning, selection of other advisers, and portfolio management services for individuals and pooled investment vehicles. They also offer general business consulting and tax services.
Canal Capital Management, LLC

9 SOUTH 5TH STREET

RICHMOND, VA 23219

$1.08B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

general business consulting & tax services

General business consulting & tax services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Craig Truitt’s Registration & Firm History

VA

11/24/2014 - Present

Canal Capital Management, LLC (RICHMOND VA)

VA

07/26/2012 - 10/23/2013

NYLIFE DISTRIBUTORS LLC (RICHMOND VA)

CA

05/16/1984 - 02/28/1992

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

Not sure if Craig David Truitt is right for you?

Licenses & Designations

IA

Issued 11/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/15/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig David Truitt.
Not sure if Craig David Truitt is right for you?