Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drake? Claim Your ProfileDrake John Craig is a registered Investment Advisor Representative in Georgia and has been in the industry since 1990. Drake has a Series 7 and Series 63 license and holds the Chartered Financial Analyst designation. Drake's current firm is Globalt Investments, and he is also President of DC Property Holdings, LLC, a real estate investment company. Drake has previous experience with American Express Financial Advisors Inc., IDS Life Insurance Company and Edward D. Jones & Co.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model portfolio provider
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.
Percent of model portfolio fee
1
2
GA
12/01/2023 - Present
Globalt Investments (ATLANTA GA)
MN
07/11/1996 - 01/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/1996 - 01/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
07/25/1990 - 07/21/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 09/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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