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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Graham Barry Craig
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
ALPHA CAPITAL ADVISORS, INC. | TOWER WEALTH ADVISORS, INC. | CORPORATE RETIREMENT SOLUTIONS GROUP
Contact Information
Main Address
301 S. County Farm Rd Suite D, Wheaton, IL 60187Phone Number
(630) 682-1888# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
218AUM (Assets Under Management)
$47,424,192Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/28/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Graham B Craig's CRS (Customer Relationship Summary).
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