Craig Belis

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About Craig Belis

The cornerstone of my business? My clients. One thing I have learned in nearly 10 years as an advisor is that no two clients are alike and the same goes for their investment plans.

I work hard every day to get to know them and to earn their trust. I recognize trust develops over time, but I begin the process by asking a lot of questions to understand my clients and the financial goals and objectives. I carefully listen to their answers and we work together to develop a financial approach that meets their needs. Ill also touch base from time to time to see how things are progressing, discuss performance, and make changes as agreed.

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General Information

Firm Start Year

2008

CRD#

5779450

Firm CRD#

146936

Name of Broker/Dealer

Benjamin F. Edwards

Name of Custodial Firm

Pershing

Number of Years with Current Firm

Qualifications & Membership

Certifications, Accreditations & Designations

CkP^®

Disclosures

BFE Client Relationship Summary

BFE Firm Brochure

BFE Wrap Fee Program Brochure

Craig Belis ADV 2B

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Paladin Research Report For:

Benjamin F Edwards