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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Valdes is a financial advisor with One Capital Management, LLC. Craig has been in the financial services industry for over 30 years. Craig has a broad range of experience in providing financial advice, including portfolio management, financial planning and investment advisory services. Craig specializes in working with high-net-worth individuals, investment companies, and charitable organizations. Craig has a proven track record of success and a commitment to providing his clients with the highest quality financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/25/2024 - Present
ONE Capital Management, LLC (San Francisco CA)
CA
09/29/2023 - 03/27/2024
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
08/20/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
06/07/2000 - 09/23/2013
WHITEHALL-PARKER SECURITIES, INC. (SAN FRANCISCO CA)
CA
08/07/1998 - 06/01/2000
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
01/09/1995 - 08/07/1998
HUTCHINSON SECURITIES (SAN FRANCISCO CA)
CA
02/09/1995 - 01/11/1996
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
10/25/1989 - 05/25/1993
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
07/20/1987 - 10/25/1989
HUTCHINSON SECURITIES (SAN FRANCISCO CA)
NA
08/07/1986 - 07/15/1987
BALDWIN CAPITAL PARTNERS, A CALIFORNIA LIMITED PARTNERSHIP
NA
10/20/1982 - 08/27/1986
SUTRO & CO. INCORPORATED
IA
Issued 07/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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