Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Evans is a financial advisor with over 23 years of experience in the financial industry. Craig is a Certified Financial Planner™ professional and is a registered investment advisor in Texas. Craig currently works with Cetera Investment Advisers LLC, and has been with them since March 2024. In the past, Craig has also worked with Walnut Street Securities, Inc., and Church Street Financial Services. Craig has a broad range of experience in the financial services industry, including financial advising, insurance, real estate, and board memberships.
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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TX
03/21/2024 - Present
Cetera Investment Advisers LLC (LIVINGSTON TX)
CA
11/16/1999 - 03/01/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 09/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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