Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lewelling is a financial advisor in Tigard, OR. Craig has been in the financial industry since 1993 and has a broad range of experience with several firms. Craig is currently affiliated with LPL Financial LLC. Craig holds licenses to offer securities in 24 states and has several industry certifications.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
01/03/2020 - Present
LPL Financial LLC (TIGARD OR)
WA
10/31/2005 - 01/08/2020
SAGEPOINT FINANCIAL, INC. (VANCOUVER WA)
AZ
02/28/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
03/05/1996 - 03/14/2000
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
CA
08/28/1995 - 03/08/1996
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
MA
10/26/1993 - 09/27/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 02/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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