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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig McCormick is a financial advisor with Cetera Investment Advisers LLC. Craig is a Certified Financial Planner and has been in the financial industry for over 7 years. Craig has held the Series 6, 7TO, 63 and 65 licenses and is registered to provide investment advice in California, Illinois, Indiana, Massachusetts, North Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Craig has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Craig specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Craig has previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Cetera Advisor Networks LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
06/29/2023 - Present
Cetera Investment Advisers LLC (BLOOMINGTON IL)
IL
05/19/2017 - 12/20/2021
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (Bloomington IL)
BC
Issued 04/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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