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R. Craig Brantley, AIF®, CLF®, RICP®

R. Craig Brantley, AIF®, CLF®, RICP®

Financial Advisor

Office: (251) 423-2020
Fax: (877) 414-3972
E-mail:

Website: Visit my web site!

 

R. Craig Brantley, CLF®, RICP®, AIF® joined Capstone Financial Group, LLC as a financial professional.  With 22 years of experience in financial services, Craig specializes in retirement income planning for his clients.  He educates on a variety of aspects of retirement including social security, employee stock options, retirement (401(k)) plans, defined benefit pension plans, and deferred compensation plans.  Craig uses a comprehensive approach, but offers guidance designed to keep it simple, relevant, and impactful.  Craig also works with business owners by creating and designing business succession plans and offering informal business valuation services.

Craig earned his Bachelor's degree at the University of South Alabama.  Craig is a Senior Financial Representative for Principal Financial Group® and a Registered Representative and Investment Adviser Representative with Principal Securities, he holds the Chartered Leadership Fellow® (CLF®) professionaldesignation and the Retirement Income Certified Planner® (RICP®), and the Accredited Invesment Fiduciary (AIF®) professional designations.  He served on the Mobile Board of the National Association of Insurance and Financial Advisors (NAIFA).  He is a Leader's Edge qualifier for Principal Financial Group, Principal Securities Top Flight qualifier, and a multi year Qualifying Member of the Million Dollar Roundtable (MDRT).  Craig is Life/health licensed and Securities registered with a Series 6, 63, 7, and 65.  He is licensed in Alabama, Mississippi, Louisiana, Texas, Florida, and Georgia.

 

 

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.

 

Million Dollar Round Table (MDRT) annual membership demonstrates qualifying production and meeting minimum production levels and pay annual dues. Qualification should not be perceived as a recommendation or an endorsement of services. For further information please see MDRT member requirements. 

 

 

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck