Craig Douglas Duvarney
Investment adviser representative at Craig Duvarney, Cfp
23 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$371MFirm assets
Are you Craig Douglas Duvarney? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Osaic WealthAug 2023 to now
- Craig Duvarney, CfpMar 2003 to now
- Royal Alliance Associates, IncMar 2003 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Craig Duvarney, Cfp
Legal name: Duvarney, Craig Douglas
$371MAssets managed
152Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3192550
- Firm CRD
- 126911