Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Cassidy is a registered Investment Advisor Representative. Craig is associated with Royal Fund Management, LLC in Lady Lake, FL. Craig has 25 years of experience in the financial services industry. Craig's previous employers include Atlas Brokerage Company, L.P., American Express Financial Advisors Inc., IDS Life Insurance Company, IAC Securities, Inc. and LifeUSA Securities, Inc.. Craig is a Series 63, Series 65 licensed advisor. Craig has passed the Investment Company Products/Variable Contracts Representative Examination (Series 6). Craig is currently licensed in California and Texas. Craig has the following specializations: Financial planning, Selection of other advisors and Portfolio management for individuals. Craig also owns and operates Financial Vision & Investment Services in Victorville, California.
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.
Sub-advisor to other advisers
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
04/10/2019 - Present
Royal Fund Management, LLC (LADY LAKE FL)
PA
03/11/2003 - 10/15/2003
ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)
MN
01/31/2001 - 02/05/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/31/2001 - 02/05/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IL
11/09/2000 - 01/11/2001
IAC SECURITIES, INC. (TINLEY PARK IL)
MN
05/03/1999 - 10/12/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 02/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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