Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R.? Claim Your ProfileR. Grant Craig II is a financial advisor registered with Advisory Alpha, LLC and is also registered as an investment advisor representative in California. R. Grant Craig II has been in the financial services industry for over 14 years. Before joining Advisory Alpha, LLC R. Grant Craig II was employed at J.P. MORGAN SECURITIES LLC in OAKLAND, CA. R. Grant Craig II holds licenses in both state and product examinations. R. Grant Craig II has held multiple designations within the industry. R. Grant Craig II specializes in financial planning, pension consulting, educational seminars and the selection of other advisors. Advisory Alpha, LLC focuses on serving high net worth individuals, individuals other than high net worth, other investment advisors and pension and profit sharing plans.
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.
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.
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2
MI
07/11/2019 - Present
Advisory Alpha, LLC (HOLLAND MI)
CA
07/26/2018 - 06/18/2019
J.P. MORGAN SECURITIES LLC (OAKLAND CA)
CA
12/15/2006 - 03/08/2018
SCOTTRADE, INC. (WALNUT CREEK CA)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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