Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Fylling is a financial advisor at Edward Jones with over 25 years of experience in the financial services industry. Craig's areas of expertise include financial planning, retirement planning, and investment management. Craig has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and guidance. Craig has held several previous positions at firms such as International Assets Advisory, LLC, Dominion Investor Services, Inc. and LPL Financial LLC. Craig is a highly respected member of the financial community and is committed to providing his clients with the highest level of service.
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.
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.
See schedule d - miscellaneous
1
2
TX
10/05/2021 - Present
Edward Jones (FRISCO TX)
TX
12/02/2019 - 10/04/2021
INTERNATIONAL ASSETS ADVISORY, LLC (MCKINNEY TX)
TX
08/24/2017 - 11/25/2019
DOMINION INVESTOR SERVICES, INC. (MCKINNEY TX)
SC
03/17/2008 - 09/10/2015
LPL FINANCIAL LLC (FORT MILL SC)
TX
06/01/2006 - 02/07/2008
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
10/04/2004 - 06/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DALLAS TX)
MO
01/05/1998 - 10/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MI
05/24/1995 - 01/08/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
GA
05/24/1995 - 12/31/1995
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 05/23/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 3 - National Commodity Futures Examination
BC
Issued 05/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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