Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cracroft is an active investment advisor with over 28 years of experience in the financial industry. He is currently registered with Wells Fargo Clearing Services, LLC and holds a variety of licenses and certifications, including Series 7, 3, 63, and 65. David has previously worked with several other firms, including Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, Inc. David specializes in providing investment advice to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
UT
02/07/2023 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
11/25/2015 - 03/26/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (SALT LAKE CITY UT)
UT
03/11/2002 - 07/30/2015
HORNOR, TOWNSEND & KENT, INC. (SALT LAKE CITY UT)
OH
05/14/1999 - 03/17/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
06/23/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MO
03/09/1995 - 06/24/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
07/31/1993 - 03/06/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/11/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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