Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor earns commissions from securities transactions through Private Client Services, LLC. These commissions may be higher or lower than those charged by other broker-dealers. Types of commissions include those earned from buying or selling equity securities, mutual fund 12b-1 commissions, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
Marco Island, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Craig is a partner/owner in WMG Holdings, a holding company for profits interest documentation of VestGen Wealth Partners Series A units. He also owns WMG Real Estate LLC, a holding company for a commercial office building, dedicating minimal time to it, and WMG VWP Holdings, a holding company for shareholder class A distributions from VestGen Partners Series A units.