Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Allen Smith is a financial advisor registered with Sycamore Financial Group. Craig has been a registered investment advisor since 1975 and has over 47 years of experience in the financial industry. Craig is also registered as an investment advisor representative in Florida, Illinois, Indiana, Nebraska, Ohio, Texas, and Virginia. Craig offers financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/15/2019 - Present
Sycamore Financial Group (ANDERSON IN)
IN
12/24/2020 - 05/19/2021
GOOGINS ADVISORS, INC (Kokomo IN)
NA
07/23/1975 - 12/02/1983
K. J. BROWN & CO., INC.
BC
Issued 04/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/17/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/15/1983
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/22/1983
Series 24 - General Securities Principal Examination
BC
Issued 09/12/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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