Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Olin Vinson is an active Investment Advisor Representative and Registered Representative. Craig Vinson is currently registered with Raymond James & Associates, Inc. and has been in the industry since February 22, 1999. Craig Vinson has held previous registrations with SA Stone Wealth Management Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Salomon Smith Barney Inc., and The Robinson-Humphrey Company, LLC. Craig Vinson is also a Certified Financial Planner.
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.
Please see note in schedule d - miscellaneous
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
AL
06/23/2022 - Present
Raymond James & Associates, Inc. (FAIRHOPE AL)
AL
09/18/2009 - 10/09/2020
SA STONE WEALTH MANAGEMENT INC. (GULF SHORES AL)
AL
01/01/2008 - 09/21/2009
WELLS FARGO ADVISORS, LLC (GULF SHORES AL)
AL
04/22/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GULF SHORES AL)
NY
01/02/2002 - 04/26/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
06/12/1997 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 06/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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