Broker Check
Craig Faile, CLU®, ChFC®, CFP®, MBA

Craig Faile, CLU®, ChFC®, CFP®, MBA

Wealth Advisor

Address: 15515 York Rd, Charlotte, NC 28278

“I’ve learned so much about life from spending time with my clients over the years. They’ve become family. I take pride in personally serving them throughout the entire process; from the initial meeting, case design, implementation, reviews and phone calls to even small service requests. This level of service displays my passion for putting clients first.” - Craig Faile

www.craigfaile.com

“Since 1996, I’ve enjoyed working with individuals and families who are interested in organizing, preserving, and growing their personal wealth. Some clients need help simply organizing and reviewing current investments while others benefit from a detailed retirement income strategy. Whatever your needs may be, you’ll find comfort in knowing that you don’t have to do it all by yourself.

Professionally trained as a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), and having a formal education that includes an MBA in Finance, I am positioned to help clients wisely manage the complexities involved in simplifying their investment decisions.”

Originally from Lancaster, SC, Craig has been a resident of Charlotte, NC since 2000. Outside of work he enjoys spending time with his wife, Amy, and children Nicholas, Jonathan and Elizabeth. His hobbies include golf, travel, reading, and Crossfit.

Affiliations:

Jump$tart Coalition for Personal Financial Literacy; volunteer

Steele Creek Athletic Association; team sponsor

Palisades Park elementary school; volunteer/donor

Palisades Country Club

American Cancer Society; volunteer/donor

Alzheimer’s Association; volunteer/donor

Diabetes Foundation; volunteer/donor

Good Shepherd Church

Professional Memberships:

Investments and Wealth Institute

Business Recognition:

LPL Financial; Freedom Club member, 2015-2019 (Awarded to less than 40% of LPL advisors based on annual production)

Experienced In:

Wealth Management, Retirement Investment Strategies, Estate Planning Strategies, CFP® Financial Planning Process

Education:

University of South Carolina, Cum Laude

Wake Forest University, Masters of Business Administration

Check My Background with FINRA

Series 6Investment Company/ Variable Contracts Products Limited RepresentativeHeld with LPL Financial
Series 7General Securities Registered RepresentativeHeld with LPL Financial
Series 63Uniform Securities State AgentHeld with LPL Financial
Series 65Uniform Investment AdviserHeld with Independent Advisor Alliance
CLU®Chartered Life Underwriter 
ChFC®Chartered Financial Consultant 
CFP®CERTIFIED FINANCIAL PLANNERTM Practitioner 
MBAMasters of Business Administration 
Securities Registration States:AL, FL, GA, MI, NV, NC, SC, TN, VA 
Insurance Registration States:NC, SC Life, Long Term Care, Annuities

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