Unclaimed
Michael Ruben Craggett is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 2000. Michael's areas of specialization include: retirement planning, college savings, estate planning, insurance, and investment management. Michael has a strong understanding of the financial needs of individuals and families. Michael is committed to helping clients achieve their financial goals. Michael has a bachelor's degree in finance and is a Certified Financial Planner. Michael is a registered representative of LPL Financial LLC. Prior to joining LPL Financial LLC, Michael was employed by Ameriprise Financial Services, Inc., D.A. Davidson & Co., Chase Investment Services Corp., WAMU Investments, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Consulting and other non-discretionary advisory services
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
WA
06/20/2017 - Present
LPL Financial LLC (SPOKANE WA)
WA
09/30/2011 - 06/07/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SPOKANE VALLEY WA)
WA
06/12/2009 - 10/03/2011
D.A. DAVIDSON & CO. (SPOKANE WA)
WA
05/02/2009 - 06/15/2009
CHASE INVESTMENT SERVICES CORP. (SPOKANE WA)
WA
04/23/2003 - 05/02/2009
WAMU INVESTMENTS, INC. (SPOKANE WA)
NY
03/17/2000 - 04/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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