Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Douglas Craig is an active financial advisor with over 20 years of experience in the financial services industry. Casey is registered with LPL Financial LLC, a large financial services firm headquartered in Fort Mill, South Carolina. Casey specializes in providing investment advice and financial planning services to individuals, families, and businesses. Casey previously worked with MML Investors Services, LLC, Cambridge Investment Research, Inc., and Securian Financial Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
03/22/2021 - Present
LPL Financial LLC (GAITHERSBURG MD)
MD
09/29/2015 - 07/18/2019
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
06/11/2012 - 09/30/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (ROCKVILLE MD)
MD
05/15/2009 - 06/13/2012
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
05/03/2004 - 05/12/2009
METLIFE SECURITIES INC. (ROCKVILLE MD)
MD
05/03/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCKVILLE MD)
MA
01/23/2004 - 04/22/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
VA
10/09/2003 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MA
10/26/2001 - 10/10/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/26/2001 - 10/10/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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