Craig Alan Canard
Investment adviser representative at Hogantaylor Wealth
12 yearsExperience
1 stateRegistered in
$592.8MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hogantaylor WealthOct 2024 to now
- Wells Fargo Clearing Services LLCJun 2017 to Oct 2024
- Bok Financial Securities, Inc.Mar 2014 to Jun 2017
- BOKF, NAMar 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OK).
Hogantaylor Wealth
Legal name: Disciplined Investments, LLC
$592.8MAssets managed
385Clients
6Advisers
16 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
- 4090114
- Firm CRD
- 129696