Craig Steven Myers

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2003 → Present
  Raymond James Financial Services
  Denver, CO
• 01/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Greenwood Village, CO
• 05/2017 → Present
  Oxford Wealth Management Llc
  Denver, CO
• 08/2007 → Present
  Myers Financial Services Llc
  Denver, CO

Previous Registrations

• 1999-09-19 → 2003-11-06
  New England Securities
  Columbus, OH

Other Businesses

(1)Name of Business: Myers Financial Services LLC Address: 270 Adams St, Denver, CO, 80206, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/31/2007 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Life, DI, LTC, and Health Insurance (2)Name of Business: Oxford Wealth Management LLC Address: 270 Adams St, Denver, CO, 80206, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Support Company

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-30
• S63 Uniform Securities Agent State Law Examination
  1995-04-04