R. G. Craig

ADVISORY ALPHA

Pleasant Hill, CA

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CRD#: 4878375

Professional summary

R. Grant Craig II, who also goes by Grant Craig II, R Grant Ii Craig, R G Craig Ii, R. Grant Craig Ii, R. Grant Craig, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Pleasant Hill, California.

R. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. R. has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grant Craig Ii | R Grant Ii Craig | R G Craig Ii | R. Grant Craig Ii | R. Grant Craig

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) - RIA

Click below to view R. Grant Craig II's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 11, 2019 - Present

ADVISORY ALPHA, LLC

RIA

CRD#: 158282

Pleasant Hill, CA

Past

August 29, 2018 - June 18, 2019

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

OAKLAND, CA

Past

July 26, 2018 - June 18, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

OAKLAND, CA

Past

December 15, 2006 - March 8, 2018

SCOTTRADE, INC.

CRD#: 8206

WALNUT CREEK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 Approved)

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

California
(7/11/2019)

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 66

Date: 8/24/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/5/2007

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: 12/14/2006

General Securities Representative Examination

Current Firm

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 Approved)

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Contact information

Main Address

348 S Waverly Rd Suite 100, Holland, MI 49423

Mailing Address

Phone number

(866) 530-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts	22,480
AUM (Assets Under Management)	$ 3,468,083,482

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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Advisor Monitoring

Firm Stability Insights

R. G. Craig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view R. Grant Craig II's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

SCOTTRADE, INC.

Primary Firm SEC Registration

ADVISORY ALPHA, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2018

Series 63

Date: 1/5/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/14/2006

Current Firm

ADVISORY ALPHA, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISORY ALPHA, LLC

TRUST BUT VERIFY

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