Years of Experience
5-20+ Years
SAN DIEGO, CA
24 Years Experience
1 Disclosures
ADVISOR BIO
Craig Cohn is an investment advisor representative with LPL Financial LLC. Craig has been in the financial industry since 2001 and has experience with Independent Financial Group, LLC, Commonwealth Financial Network, and Financial Network Investment Corporation. Craig has registered in 27 states and is currently active in both broker-dealer and investment advisor capacities. Craig has taken the Series 7, Series 66 and SIE exams. Craig offers investment advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
SPECIALIZATIONS
WOODLAND HILLS, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Craig Diamond is a financial advisor registered with Wells Fargo Clearing Services, LLC, in Woodland Hills, California. Craig is registered with both the Securities and Exchange Commission (SEC) and state agencies. Craig has been active in the industry since February 2000 and has a broad range of experience in financial planning, portfolio management, and investment consulting services. Craig Diamond has been with Wells Fargo Advisors LLC since September 2014 and Wells Fargo Clearing Services, LLC, since November 2016. Craig has a track record of success in helping clients reach their financial goals and is committed to providing personalized service.
SPECIALIZATIONS
NEWPORT BEACH, CA
38 Years Experience
0 Disclosures
ADVISOR BIO
Craig Gordon is a financial professional with over 30 years of experience in the industry. Currently, Craig is a registered representative at RBC Capital Markets, LLC in Newport Beach, California. Previously, Craig has worked at DST Market Services, LLC and National Financial Services LLC. Craig holds various licenses, including Series 7, 24, 27, 4, 52, 53, 63 and SIE. Craig specializes in providing financial and investment services to a variety of clients including high-net-worth individuals, corporations, institutions and charitable organizations.
SPECIALIZATIONS
CHINO HILLS, CA
0 Disclosures
ADVISOR BIO
Craig Netzley is a financial advisor with Smith Co. Financial Advisors / Fusion Funds based in Chino Hills, CA. Craig has been in the industry since 2000. Craig holds the following licenses and registrations: Series 7, Series 31, Series 66 and is registered in California. Craig's current employer, Smith Co. Financial Advisors / Fusion Funds, has been in business since 2003. The firm has a total of 2 employees. They specialize in providing financial planning, pension consulting, market timing services, publication of periodicals, selection of other advisers, portfolio management for individuals, and portfolio management for pooled investment vehicles.
SPECIALIZATIONS
SAN DIEGO, CA
34 Years Experience
0 Disclosures
ADVISOR BIO
Craig Danker is a financial advisor with Wells Fargo Clearing Services, LLC. Craig has been in the financial industry since December 4, 1990. Craig has a Series 7, Series 3, and Series 63 licenses as well as the SIE exam. Craig has held prior roles with UBS Financial Services Inc., Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Craig is registered with the following states: Arizona, California, Colorado, Florida, Hawaii, Kentucky, Nevada, New Hampshire, Oregon, Pennsylvania, Tennessee, Texas, Washington, and Wisconsin.
SPECIALIZATIONS
ROSEVILLE, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Craig Stone is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Craig has been in the financial services industry since 2012 and has a wide range of experience. Craig has a Series 7, Series 6, Series 63 and Series 65 license. Craig is registered in several states to provide investment advice. Craig has a strong track record of helping clients achieve their financial goals.
SPECIALIZATIONS
COSTA MESA, CA
0 Disclosures
ADVISOR BIO
Craig Wells is an investment advisor representative with Cerity Partners LLC. Craig has been in the industry since 2000. Craig is registered in California and holds Series 7 and Series 66 licenses. Craig has previously worked at Deutsche Bank Securities Inc. and J.P. Morgan Securities Inc. Cerity Partners LLC is a wealth management firm with offices in Costa Mesa, CA and New York, NY. The firm provides a variety of services including financial planning, portfolio management, and tax services.
SPECIALIZATIONS
SAN DIEGO, CA
30 Years Experience
1 Disclosures
ADVISOR BIO
Craig Edward Hunter is a financial advisor with Wells Fargo Clearing Services, LLC. Craig has been in the financial services industry since 1995. Craig's current registrations include California and Texas. He also holds Series 7, 63, and 65 securities licenses, as well as the SIE exam. Craig provides investment advisory services to both individuals and businesses. He has experience working with charitable organizations, corporations, and individuals with high net worth. Craig is currently based out of San Diego, CA, and is actively seeking new clients.
SPECIALIZATIONS
SAN LEANDRO, CA
22 Years Experience
0 Disclosures
ADVISOR BIO
Craig Rosenblatt is a financial advisor with Cetera Investment Advisers LLC. Craig has been in the financial industry since December 12, 2002. Craig has a broad range of experience in the financial industry. Craig is a licensed investment advisor in multiple states. Craig has a strong commitment to helping clients achieve their financial goals. Craig is also a Certified Public Accountant.
SPECIALIZATIONS
Westlake Village, CA
44 Years Experience
15 Disclosures
ADVISOR BIO
Craig Gordon Johnson is a financial advisor at Western International Securities, Inc. Craig has been a financial advisor since 1981 and is licensed to offer investment advice in California and Florida. Craig is also a registered representative with FINRA. He is experienced in providing a wide range of financial planning and investment services to individual and institutional clients. Craig's expertise includes portfolio management, financial planning, and retirement planning. He is committed to providing his clients with personalized financial advice and guidance. Craig's clients include individuals, families, businesses, and charitable organizations.
SPECIALIZATIONS