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
“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 6 | Investment Company/ Variable Contracts Products Limited Representative | Held with LPL Financial |
| Series 7 | General Securities Registered Representative | Held with LPL Financial |
| Series 63 | Uniform Securities State Agent | Held with LPL Financial |
| Series 65 | Uniform Investment Adviser | Held with Independent Advisor Alliance |
| CLU® | Chartered Life Underwriter | |
| ChFC® | Chartered Financial Consultant | |
| CFP® | CERTIFIED FINANCIAL PLANNERTM Practitioner | |
| MBA | Masters 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 |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.