Craig T. Verdi

TRAIL CREEK ADVISORS

Boise, ID

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CRD#: 1388703

Professional summary

Craig Thomas Verdi, CFP® is a registered financial advisor currently at TRAIL CREEK ADVISORS, LLC located in Boise, Idaho.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Craig has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1.Fixed insurance sales; as of 07/25/2018; Approximately 3% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2.Tax Preparation and accounting services, Verdi Wealth Management; as of 09/01/2014; Approximately 1% Time spent during securities trading hours per month; Conducted at branch location; Not investment related. 3. Verdi Promotions, sole proprietorship involved in marketing for artists and obtaining speaking arrangements for own authored book; Not conducted at branch location; Not investment related. 4. Craig Verdi, Book Author; Not conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Thomas Verdi's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

May 27, 2021 - Present

TRAIL CREEK ADVISORS, LLC

RIA

CRD#: 313435

Boise, ID

Past

July 25, 2011 - May 24, 2021

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

BOISE, ID

Past

July 25, 2011 - May 24, 2021

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

BOISE, ID

Past

September 24, 1998 - August 5, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

BOISE, ID

Past

November 17, 1993 - August 5, 2011

LPL FINANCIAL LLC

CRD#: 6413

BOISE, ID

Past

April 30, 1992 - November 18, 1993

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

July 3, 1991 - May 12, 1992

NORTH AMERICAN MANAGEMENT, INC.

CRD#: 624

SIOUX FALLS, SD

Past

August 12, 1985 - June 14, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(5/27/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/16/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/9/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/9/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/24/1994

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 11/7/1988

Investment Company Products/Variable Contracts Principal Examination

Current Firm

TRAIL CREEK ADVISORS, LLC

CRD#: 313435 / SEC#:

Idaho

Registered Investment Advisory firm - (4/19/2021 Approved)

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Contact information

Main Address

Boise, ID

Mailing Address

Phone number

(208) 559-6250

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 9,977,415

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.

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Firm Stability Insights

Craig T. Verdi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Thomas Verdi's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TITAN/VALUE EQUITIES GROUP, INC.

NORTH AMERICAN MANAGEMENT, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/1993

Series 63

Date: 8/9/1985

SIE

Date: 10/1/2018

Series 7

Date: 7/30/1993

Series 6

Date: 8/9/1985

Series 24

Date: 1/24/1994

Series 26

Date: 11/7/1988

Current Firm

TRAIL CREEK ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRAIL CREEK ADVISORS, LLC

TRUST BUT VERIFY

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