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Craig Michael Truman

Osaic Wealth, Inc.

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About Craig Michael Truman

Craig Michael Truman is a financial advisor registered with Osaic Wealth, Inc. located in Santa Ana, California. Craig has been in the financial industry since 1986. He holds Series 7, 24, 63, and 65 licenses and has been registered in various states for over 30 years. Craig specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

Firm Information

Craig Truman is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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 Truman’s Registration & Firm History

CA

09/17/2012 - Present

Osaic Wealth, Inc. (SANTA ANA CA)

NY

11/21/1986 - 07/31/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

11/21/1986 - 07/31/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/23/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Michael Truman.
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