Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Edward Tuthill is an active investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC. Craig has been in the financial industry for over 22 years. He is a Series 66, Series 7, Series 31, and SIE exam holder. He has been with Wells Fargo Advisors Financial Network, LLC since May 2015, prior to that he worked at Wells Fargo Advisors, LLC. Craig is registered to provide investment advice in Arizona, California, Florida, Georgia, Hawaii, Indiana, Nevada, and the Virgin Islands. He works with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. Craig's advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Craig is also a minority owner of a marine construction company and 100% owner of an automotive industry company.
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
CA
10/25/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SANTA ANA CA)
CA
05/04/2007 - 05/21/2015
WELLS FARGO ADVISORS, LLC (ANAHEIM CA)
CA
04/02/2007 - 05/04/2007
MORGAN STANLEY & CO., INCORPORATED (SANTA ANA CA)
CA
02/07/2003 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA ANA CA)
NJ
05/15/2000 - 02/26/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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