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David Peter Craig

Investment adviser representative at Raymond James Financial Services Advisors, Inc
3 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

3 years in the industry.

  1. Raymond James Financial Services Advisors Inc.Jul 2016 to now
  2. Raymond James Financial Services, Inc.May 2016 to now
  3. Payroll VaultJun 2018 to May 2019
  4. Craig Capital Corp, Inc.Jun 2016 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (OH).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
4492152
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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