AdvisorOS Directory
Claim Profile
Unclaimed Profile
DC

David Clarke Craig

OCTOBER WEALTH ADVISORS, INC·FORT SMITH, Arkansas
Series 2, Series 63Clean record25 years registeredOCTOBER WEALTH ADVISORS, INC
322 NORTH 8TH STREET, FORT SMITH, AR 72901CRD# 2070323Firm CRD# 153993

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Clarke Craig · FORT SMITH, AR
Registration
CRD #2070323 · OCTOBER WEALTH ADVISORS, INC · 25 years registered
Brand Profile
Not yet started
01

Career History

OCTOBER WEALTH ADVISORS, INC
Oct 2010 – present
PAUL MANNERS & ASSOCIATES, INC.
Jan 2001 – Jan 2011
FORT SMITH, AR
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 63
Registration record
First registered · January 1, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OCTOBER WEALTH ADVISORS, INC
CRD 153993 · SEC 801-124993
AUM
$112M
Regulatory assets under management
Employees
3
347 client accounts
Services offered by OCTOBER WEALTH ADVISORS, INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at OCTOBER WEALTH ADVISORS, INC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT SMITH?

Browse all registered financial advisors in FORT SMITH, Arkansas or claim this profile if it's yours.

Browse FORT SMITH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Clarke Craig offer?
David Clarke Craig specializes in Investment Management, Wealth Management. Contact their office in FORT SMITH, Arkansas for a consultation.
What are David Clarke Craig's credentials?
David Clarke Craig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Clarke Craig located?
David Clarke Craig is based in FORT SMITH, Arkansas, working with OCTOBER WEALTH ADVISORS, INC. Their office serves clients in the FORT SMITH metropolitan area and surrounding communities.
How does David Clarke Craig charge for services?
David Clarke Craig's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCTOBER WEALTH ADVISORS, INC?
OCTOBER WEALTH ADVISORS, INC has approximately 3 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in FORT SMITH, Arkansas

John Wesley Townshend
PALM BEACH CAPITAL CORPORATION·FORT SMITH, AR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arkansas
LITTLE ROCK (116)ROGERS (26)FAYETTEVILLE (14)NORTH LITTLE ROCK (12)MAGNOLIA (7)BENTONVILLE (7)RUSSELLVILLE (4)LOWELL (4)SEARCY (4)CONWAY (4)
City Guides
LITTLE ROCK GuideROGERS GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideMAGNOLIA Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
Request removal of this profile