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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

22,923

Across 10,511 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, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked at Linsco/Private Ledger since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

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. He holds a Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Stifel Independent Advisors for four years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance, and M&A advisory, utilizing both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Trina W

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Trina Whitten is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit advocating for children in the foster system. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services combining proprietary strategies and third-party models, with in-house equity and fixed income portfolios supported by quantitative and fundamental research.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting 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 previously worked at Wells Fargo Advisors, LPL Financial, and Stifel Independent Advisors. In addition to her advisory role, she owns Columbia Crest Financial Advisors, a financial advising firm in Chehalis, WA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Silas N

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Silas Newkirk is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2026. Prior to that, he held roles at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory work, Newkirk teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm offers a range of investment management, financial planning, retirement consulting, and advisory services, employing proprietary and third-party strategies alongside in-house quantitative equity and fixed income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting 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
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Devin S

Series 63, Series 66

Chehalis, WA

Equitable Advisors

Devin Sume is a financial advisor with Equitable Advisors in Chehalis, WA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor AXA Advisors, LLC, from 2016 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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