Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Dods is a financial advisor with over 30 years of experience in the industry. Craig currently works with Wells Fargo Advisors Financial Network, LLC, but has also been associated with Wells Fargo Clearing Services, LLC and Legg Mason Wood Walker, Incorporated. Craig holds the Series 7, Series 63, Series 65, and Series 24 licenses. Craig provides financial planning and investment consulting services to individuals and businesses. Craig also provides portfolio management services.
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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VA
09/02/2021 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
08/02/2002 - 09/02/2021
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
MD
10/14/1991 - 08/20/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 08/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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