Craig Christopher Officer
Investment adviser representative at Advice and Planning Services
17 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Craig Christopher Officer? 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2026 to now
- TIAAMay 2026 to now
- Strategic Advisers LLCMar 2025 to May 2026
- Fidelity Brokerage Services LLCJul 2022 to May 2026
- Fidelity InvestmentsJul 2022 to May 2026
- Fidelity and Workplace AdvisorsJul 2022 to Mar 2025
- UnemployedJan 2022 to Jun 2022
- Doordash, Inc.Feb 2021 to Dec 2021
- UnemployedJan 2020 to Jan 2021
- Bookstore Movers LLCJul 2009 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 7606577
- Firm CRD
- 20472