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Craig Douglas Sweeney

LBG Advisor

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About Craig Douglas Sweeney

Craig Douglas Sweeney is an investment advisor representative with LBG Advisor, LLC, based in Fresno, CA. Craig has been in the financial services industry since 2006. Craig holds the Series 63 and Series 65 securities licenses. Craig's current registration is pending with the state of California. Craig has experience working with individual clients and offers financial planning and portfolio management services.

Firm Information

Craig Sweeney is currently registered with LBG Advisor. LBG Advisor is an investment advisor registered with the SEC. They have one licensed agent and one investment advisor representative, managing approximately $10.43 million in assets for 48 individual clients. They offer financial planning and portfolio management services to individuals.

$10.43M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Sweeney’s Registration & Firm History

CA

01/01/2025 - Present

LBG Advisor (FRESNO CA)

CA

01/30/2013 - 04/07/2014

LIBERTY GROUP, LLC (OAKLAND CA)

CA

11/26/2007 - 02/01/2013

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

03/03/2006 - 07/14/2006

STERNE AGEE FINANCIAL SERVICES, INC. (FRESNO CA)

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Licenses & Designations

IA

Issued 07/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Douglas Sweeney.
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