James Robert Craig

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 10/2020
  Lpl Financial Llc
  Arlington, TN
• 10/2020 → 10/2020
  Ameriprise Financial Services Inc
  Atoka, TN
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Atoka, TN
• 10/2020 → Present
  Ameriprise Financial Services, Llc.
  Atoka, TN

Previous Registrations

• 2015-11-17 → 2020-12-03
  Lpl Financial Llc
  Arlington, TN
  Arlington, TN
  San Diego, CA
• 2004-06-02 → 2015-11-23
  First Citizens Financial Plus, Inc.
  Arlington, TN
  Arlington, TN

Other Businesses

Independent Insurance Brokering; Equitrust Life; 09/29/2006; Fixed Annuity. Board of Directors; Atoka Industrial Developement Board; Chairman/Board Member; 334 Atoka-Munford Ave., , Atoka, TN, 38004; Not Investment-Related; 07/13/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-03-30

Other Names

• James Robert Craig
• James Robert Craig
• Jim Craig