Unclaimed Profile

Craig Dwayne Gentry

DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, California

Series 65Clean record10 years registeredDESTINATION WEALTH MANAGEMENT

1255 TREAT BOULEVARD, WALNUT CREEK, CA 94597CRD# 6621419Firm CRD# 110365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Dwayne Gentry · WALNUT CREEK, CA

Registration

CRD #6621419 · DESTINATION WEALTH MANAGEMENT · 10 years registered

Brand Profile

Not yet started

Career History

DESTINATION WEALTH MANAGEMENT

Mar 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 25, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DESTINATION WEALTH MANAGEMENT

CRD 110365 · SEC 801-53077

AUM

$3.7B

Regulatory assets under management

Employees

5,567 client accounts

Services offered by DESTINATION WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DESTINATION WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Craig Dwayne Gentry offer?

Craig Dwayne Gentry specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Craig Dwayne Gentry's credentials?

Craig Dwayne Gentry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Dwayne Gentry located?

Craig Dwayne Gentry is based in WALNUT CREEK, California, working with DESTINATION WEALTH MANAGEMENT. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Craig Dwayne Gentry charge for services?

Craig Dwayne Gentry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DESTINATION WEALTH MANAGEMENT?

DESTINATION WEALTH MANAGEMENT has approximately 53 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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