Unclaimed
Robert Tyler Craig is a financial advisor in American Fork, UT. Robert is registered with Raymond James Financial Services Advisors, Inc. Robert has been in the financial services industry for over 10 years. Robert has licenses and registrations for both brokerage and investment advisory services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
12/04/2023 - Present
Raymond James Financial Services Advisors, Inc. (American Fork UT)
BC
Issued 01/11/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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