Craig
Houck

Raymond James Financial Services Advisors, Inc

CRD#4413306
Investment Advisor
in Atlanta, GA
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About this Advisor

Craig Houck is a certified financial planner in Atlanta, Georgia. Currently an investment advisor with Raymond James Financial Services Advisors, Inc, Houck has 11 years of work experience. Houck maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Houck is able to work with customers based out of Georgia and Texas. Over the course of their career, Houck has held roles at Morgan Stanley & Co., Inc, Morgan Stanley, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Dogwood Wealth Advisors LLC and Baker'S Brace Foundation. Raymond James Financial Services Advisors, Inc is located in Atlanta, Georgia, and has 2,040 brick-and-mortar locations in the nation. In total, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets across 280,698 accounts and employs more than 5,600 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 151,196 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Raymond James Financial Services Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1100 Peachtree Street Suite 325
Atlanta, GA 30309

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

GA Average: $1,855,561,029
Total Number of Employees

6,224

GA Average: 62
Total Number of Accounts

343,734

GA Average: 2,474
Average Account Size

$301,664

GA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Craig Houck Work History

Craig has 11 years of experience.

2015 - Present (4 years)

Baker'S Brace Foundation

2014 - Present (5 years)

Raymond James Financial Services

2014 - Present (5 years)

Raymond James Financial Services Advisors Inc

2014 - Present (5 years)

Dogwood Wealth Advisors LLC

2009 - 2014 (5 years)

Morgan Stanley

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Craig Houck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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