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William Grant Craig

Advisor at LPL Financial — Chehalis, WA

Updated today

Credentials

Series 63, Series 66

Experience

30 years

Location

Chehalis, WA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,432 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

William Craig is a financial advisor with LPL Financial based in Chehalis, WA. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He previously worked at Linsco/Private Ledger from 2004 to the present. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with services including both discretionary and non-discretionary management supported by research and technology.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Chehalis, WA

Chehalis WA

Advisors at this office

1

Most active in

Texas · Washington

Work history

30 years of industry experience

Linsco/Private Ledger

2004 - Present • 22 years

Chehalis, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Noah M

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Noah May is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds the Series 66 designation. Prior to joining Benjamin F. Edwards, he worked at Stifel Independent Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of model strategies and portfolios that are reviewed by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Trina W

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Trina Whitten is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit organization that supports children in the foster care system. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party managed strategies.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Laura N

Series 65, Series 63

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Nelson also owns and operates Columbia Crest Financial Advisors, a financial advising firm based in Chehalis, WA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs utilizing both discretionary and non-discretionary strategies managed in-house and by third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Silas N

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Silas Newkirk is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Benjamin F. Edwards & Company, Inc., having previously been with Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of finance, he teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed internally, by its advisors, and through third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Donald W

Series 63, Series 65

Chehalis, WA

Cetera

Donald Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he also serves in a supervisory capacity. Outside of his advisory work, Wilson is active with Rotary International as a local board vice president, participates as an elected board member of the Lewis County Tennis Association, and performs as a musician at various community events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party managers across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Devin S

Series 63, Series 66

Chehalis, WA

Equitable Advisors

Devin Sume is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked for AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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