Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig David Cavanaugh is a financial advisor with over 30 years of experience in the industry. Craig is registered with Valic Financial Advisors, Inc., and has a strong track record of success in providing financial advice to individuals and families. Craig is a Certified Financial Planner (CFP®) and holds the Series 7, 24, and 63 securities licenses, as well as the Series 65 investment advisor representative license.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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2
FL
08/25/2021 - Present
Valic Financial Advisors, Inc. (TAMPA FL)
FL
02/03/2012 - 09/10/2012
ALLSTATE FINANCIAL SERVICES, LLC (ST PETERSBURG FL)
FL
02/10/2011 - 02/01/2012
SAGEPOINT FINANCIAL, INC. (SOUTH PASADENA FL)
NJ
04/01/2004 - 11/03/2010
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
PA
11/14/2003 - 03/26/2004
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
08/06/1997 - 11/15/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/19/1998 - 11/14/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
05/04/1993 - 06/04/1998
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
05/04/1993 - 06/04/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
10/31/1990 - 05/11/1993
FIDELITY EQUITY SERVICES CORPORATION
MN
03/25/1987 - 10/09/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 04/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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