Graham B. Craig
Professional summary
Graham B Craig, who also goes by Graham Barry Craig, is a registered financial advisor currently at TOWER WEALTH ADVISORS, INC. located in Wheaton, Illinois.
Graham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Graham has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Graham B Craig's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 28, 2016 - Present
TOWER WEALTH ADVISORS, INC.
Office #1: 301 S. County Farm Rd Suite D, Wheaton, IL 60187October 20, 2011 - March 10, 2016
ROBERT W. BAIRD & CO. INCORPORATED
October 20, 2011 - March 10, 2016
ROBERT W. BAIRD & CO. INCORPORATED
May 5, 2010 - September 22, 2011
MORGAN STANLEY
March 12, 2010 - September 22, 2011
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/28/2016)
Exams
Current Firm
TOWER WEALTH ADVISORS, INC.
CRD#: 154053 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 218 |
| AUM (Assets Under Management) | $ 49,211,823 |
Red Flags
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