Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig McGrath is a financial advisor at LPL Financial LLC. Craig has been working in the financial services industry since March 20, 2017. Craig has a Series 66, Series 7 and SIE license. Craig has been registered with LPL Financial LLC since July 19, 2023. Previously, Craig was registered with BANCWEST INVESTMENT SERVICES, INC., VANGUARD MARKETING CORPORATION, INDEPENDENT FINANCIAL GROUP, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
AZ
07/19/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
02/15/2022 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
AZ
09/17/2021 - 02/17/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
CA
01/04/2021 - 05/28/2021
INDEPENDENT FINANCIAL GROUP, LLC (LONG BEACH CA)
CA
12/05/2018 - 12/11/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEAL BEACH CA)
CA
10/19/2016 - 11/15/2018
FIRST COMMAND FINANCIAL PLANNING, INC. (ROSAMOND CA)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig McGrath is the right advisor for you? Invested Better is here to help.
