Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Marcum is a financial advisor with LPL Financial LLC. Craig has been in the industry since 2008 and is registered in 22 states. Craig also holds the Series 7 and Series 66 licenses. Previously, Craig was a financial advisor with Waddell & Reed for 13 years. Craig has a reputation for providing personalized financial advice to individuals and families. He is committed to helping clients achieve their financial goals and has a strong understanding of the investment and insurance markets.
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.
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WA
07/21/2021 - Present
LPL Financial LLC (KENNEWICK WA)
WA
04/03/2008 - 07/21/2021
WADDELL & REED (KENNEWICK WA)
BOTH
Issued 04/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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