Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig McMillan is a financial professional with over 25 years of experience in the industry. Craig is currently registered with Capital Client Group, Inc. and has been with the firm since November 2005. Prior to that, Craig worked at GWFS Equities, Inc. in Greenwood Village, Colorado. Craig holds the Series 6, Series 26 and Series 63 licenses as well as the SIE exam.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
11/03/2005 - Present
Capital Client Group, Inc. (IRVINE CA)
CO
02/03/1997 - 07/07/2004
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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