Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Warren McComb is a financial advisor registered with Cetera Investment Advisers LLC. Craig has over 30 years of experience in the financial services industry and has been working with clients in San Diego, CA. Craig has held previous roles with First Allied Securities, Inc., Summit Brokerage Services, Inc., Regal Securities, Inc., Brookstreet Securities Corporation, and Presidential Brokerage, Inc. Craig is a licensed Investment Advisor Representative and holds the Series 7, 63, 65 and 24 licenses. Craig has a strong background in financial planning, portfolio management, and investment advisory services.
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.
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
11/12/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
08/27/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/10/2017 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
IL
07/09/2007 - 09/18/2007
REGAL SECURITIES, INC. (GLENVIEW IL)
CA
07/17/1995 - 06/29/2007
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
TX
06/04/1992 - 07/31/1995
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
IA
Issued 6/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/3/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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