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Craig William Trojahn

Stonex Advisors Inc.

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About Craig William Trojahn

Craig William Trojahn is a financial advisor registered with Stonex Advisors Inc. Craig has been in the financial services industry since 1993 and has extensive experience in investment advisory and brokerage services. Craig has a deep understanding of the financial markets and a proven track record of helping clients achieve their financial goals. Craig is committed to providing personalized financial advice and guidance to his clients. He holds Series 6, 7, 26, 51, 63, and 65 licenses, and has a Bachelor's degree in Business Administration. Craig is dedicated to helping his clients achieve their financial goals and is committed to providing them with the highest level of service.

Firm Information

Craig Trojahn is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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.

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financial consulting services

Financial consulting services

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 Trojahn’s Registration & Firm History

AL

12/06/2019 - Present

Stonex Advisors Inc. (BIRMINGHAM AL)

CA

03/01/2012 - 12/06/2019

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NM

08/22/2011 - 01/19/2012

FARMERS FINANCIAL SOLUTIONS, LLC (ALBUQUERQUE NM)

NM

04/21/2011 - 05/23/2011

NEW ENGLAND SECURITIES (ALBUQUERQUE NM)

NM

10/16/2000 - 11/12/2010

FARMERS FINANCIAL SOLUTIONS, LLC (ALBUQUERQUE NM)

NJ

12/07/1993 - 07/12/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 10/08/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/26/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1997

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1993

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 Trojahn.
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