Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Alan Loney is a financial advisor with over 30 years of experience in the industry. Craig is registered with LPL Financial LLC, and has been affiliated with this firm since 10/2019. Prior to that, Craig was affiliated with T.S. PHILLIPS INVESTMENTS, INC. from 10/2005 to 11/2019.
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
OK
10/31/2019 - Present
LPL Financial LLC (CLAREMORE OK)
OK
10/17/2005 - 11/01/2019
T.S. PHILLIPS INVESTMENTS, INC. (TULSA OK)
NJ
02/27/2001 - 07/08/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
MO
06/16/2000 - 02/05/2001
EDWARD JONES (ST. LOUIS MO)
NJ
06/23/1986 - 06/15/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/23/1986 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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