CT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
50 clients
Average Client Portfolio
$858K average
Assets Under Management
$42.9M
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Advisor Information
Office location
221 Delta Court, Ste. 2, Tallahassee, FL, 32303
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
Craig is an Investment Advisor Representative at Red Hills Capital, working as needed during business hours. He is also a mortgage broker through Future Financial LLC.
Employment History
Current Registrations
Red Hills Capital, LLC
December 2017 - Present · 8 yrs 1 mo
Shearson Financial Services, LLC Broker
September 2009 - Present · 16 yrs 4 mos
Previous Registrations
Morgan Keegan & Company, INC.
May 2007 - August 2008 · 1 yr 3 mos
Morgan Keegan & Company, INC.Broker
May 2007 - August 2008 · 1 yr 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2003 - May 2005 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2003 - May 2005 · 1 yr 11 mos
Morgan Stanley
October 2002 - June 2003 · 8 mos
Morgan Stanley Dw INC.Broker
August 2002 - June 2003 · 10 mos
State Registrations4 states
COFLGASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.