Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Grant Craig is a financial advisor with over 25 years of experience in the financial services industry. William Grant Craig is currently registered with LPL Financial LLC. William Grant Craig has held past registrations with A. G. EDWARDS & SONS, INC. and RAGEN MACKENZIE INVESTMENT SERVICES, INC.. William Grant Craig is licensed in 13 states, including Alaska, Arizona, California, Colorado, Idaho, Montana, Ohio, Oregon, Texas, Washington, and Wyoming. William Grant Craig offers a range of services, including financial planning, portfolio management, 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.
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.
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2
WA
07/12/2007 - Present
LPL Financial LLC (OLYMPIA WA)
MO
12/03/1999 - 04/15/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
WA
11/22/1995 - 12/01/1999
RAGEN MACKENZIE INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 07/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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