Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Franklin Bolling is a financial advisor with over 27 years of experience in the financial services industry. Craig is currently registered with LPL Financial LLC. Craig is a licensed securities professional, holding Series 6, 7, 63, and 66 licenses as well as the SIE. Craig is registered to provide investment advice in Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Montana, Nebraska, New Mexico, Oregon, Pennsylvania, South Dakota, Texas, Utah, and Washington. Craig has prior experience with WADDELL & REED, FINTEGRA, LLC, PRIMEVEST FINANCIAL SERVICES, INC., and U.S. BANCORP INVESTMENTS, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WA
07/21/2021 - Present
LPL Financial LLC (KENNEWICK WA)
WA
03/05/2008 - 07/21/2021
WADDELL & REED (KENNEWICK WA)
WA
09/20/2004 - 12/20/2007
FINTEGRA, LLC (KENNEWICK WA)
MN
03/30/1999 - 11/26/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
09/03/1997 - 09/17/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
02/16/1994 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Bolling is the right advisor for you? Invested Better is here to help.
