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Craig William Colgrove

Cambridge Investment Research, Inc.

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About Craig William Colgrove

Craig Colgrove is a financial advisor with Cambridge Investment Research, Inc. He is based in Mesa, AZ and has been in the industry since 1993. Craig has a Series 6 and Series 63 license and is registered in Arizona. He has previously worked at BROKER DEALER FINANCIAL SERVICES CORP., CENTAURUS FINANCIAL, INC., WOODBURY FINANCIAL SERVICES, INC., WMA SECURITIES, INC., and JACKSON NATIONAL FINANCIAL SERVICES, INC.

Firm Information

Craig Colgrove is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

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.

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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Craig Colgrove’s Registration & Firm History

AZ

01/02/2015 - Present

Cambridge Investment Research, Inc. (Mesa AZ)

AZ

12/05/2013 - 12/31/2014

BROKER DEALER FINANCIAL SERVICES CORP. (CHANDLER AZ)

AZ

05/04/2010 - 12/05/2013

CENTAURUS FINANCIAL, INC. (CHANDLER AZ)

AZ

03/22/1995 - 05/04/2010

WOODBURY FINANCIAL SERVICES, INC. (CHANDLER AZ)

GA

10/14/1994 - 03/06/1995

WMA SECURITIES, INC. (DULUTH GA)

CA

05/12/1993 - 12/07/1994

JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 05/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig William Colgrove.
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