David
Craig

October Wealth Advisors, Inc

CRD#2070323
Investment Advisor
in Fort Smith, AR

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About this Advisor

David Craig is a financial advisor based in Fort Smith, Arkansas, with a total of 10 years of experience as a financial advisor. Craig currently works for October Wealth Advisors, Inc. They have been an employee of October Wealth Advisors, Inc for their entire career. Craig holds a Series 63 license, designating them as a securities representative, and is approved to advise clients in Arkansas, Oklahoma and Texas. October Wealth Advisors, Inc is a financial advisory firm that has its headquarters in Fort Smith, Arkansas. It has $90 million in total assets across its 313 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 313 accounts, 20% are associated with high-net-worth clients who have at least $1 million in investable assets. October Wealth Advisors, Inc provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on which service is offered. However, fee types billed by October Wealth Advisors, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

322 North 8Th Street
Fort Smith, AR 72901

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October Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$90,229,482

AR Average: $880,205,985
Total Number of Employees

3

AR Average: 42
Total Number of Accounts

313

AR Average: 1,714
Average Account Size

$288,273

AR Average: $513,539

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

David Craig Work History

David has 10 years of experience.

2010 - Present (11 years)

October Wealth Advisors, Inc

Disclosures

David Craig has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at October Wealth Advisors, Inc

David Craig
Fort Smith, AR
Jon-Erik Garrido
Fort Smith, AR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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