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CW

Craig A. White

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CRD#: 1009021
CW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Craig Andrew White was a registered financial advisor .

Craig is a previously registered financial advisor and started their career in finance in 1981. Craig had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 31, 1992 - August 12, 2004

FEE-ONLY FINANCIAL PLANNING

RIA
CRD#: 118402
BOISE, ID
Past

December 20, 1988 - February 4, 1989

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821
Past

July 1, 1982 - December 16, 1988

OBERWEIS SECURITIES, INC.

BD
CRD#: 7739
Past

November 2, 1981 - June 3, 1982

ELDON-EMMOR & CO., INC.

BD
CRD#: 1732

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/2/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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