Unclaimed
Craig Dyson is a registered representative with Truist Advisory Services, Inc. Craig has been in the financial industry since 1993. Craig is licensed to provide investment advisory services in Virginia and Rhode Island. Craig previously worked for BB&T Securities, LLC, Scott & Stringfellow, LLC, and Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craig provides financial planning and portfolio management services for individuals and businesses. Craig also provides wrap fee product and financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
02/18/2021 - Present
Truist Advisory Services, Inc. (ALEXANDRIA VA)
VA
11/16/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/02/2007 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (ALEXANDRIA VA)
VA
02/21/2006 - 03/08/2007
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
MD
01/15/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
04/08/1993 - 01/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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