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Craig Jason McCrory

Capital Insight Partners, LLC

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About Craig Jason McCrory

Craig Jason McCrory is a registered Investment Advisor Representative with Capital Insight Partners, LLC, based in Scottsdale, Arizona. Craig has been in the industry since 2007. Prior to joining Capital Insight Partners, Craig worked at Foothill Securities, Inc. and Purshe Kaplan Sterling Investments. Craig holds the Series 7 and Series 66 licenses and is a Chartered Financial Analyst. Craig's areas of expertise include financial planning, investment counseling and portfolio management for businesses and individuals.

Firm Information

Craig McCrory is currently registered with Capital Insight Partners, LLC. Capital Insight Partners, LLC is an investment advisor based in Scottsdale, AZ. They provide investment counseling, financial planning, and pension consulting services. The firm manages approximately $736,956,265 in assets for individuals, high-net-worth individuals, investment companies, pension and profit sharing plans, and other clients.
Capital Insight Partners, LLC

7328 EAST DEER VALLEY ROAD

SCOTTSDALE, AZ 85255

$736.96M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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investment counseling

Investment counseling

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig McCrory’s Registration & Firm History

AZ

04/15/2009 - Present

Capital Insight Partners, LLC (SCOTTSDALE AZ)

AZ

03/04/2011 - 12/31/2013

FOOTHILL SECURITIES, INC. (SCOTTSDALE AZ)

AZ

03/02/2009 - 03/04/2011

PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)

CA

03/20/2007 - 11/05/2008

PACIFIC WEST SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Jason McCrory.
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