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Craig B

Series 66

Roanoke, VA

Kestra Private Wealth Services, LLC

Craig Brigman is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include five years at Edward Jones and various positions in education and film. Outside of advisory work, Brigman owns multiple businesses related to tax, consulting, and education. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing over $13 billion in client assets. The firm serves both individual and institutional clients, offering a broad range of investment products and specialized services via multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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