Unclaimed
Craig Bavin is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Craig has been in the industry since 1996. Craig is registered in Ohio and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Craig has previously worked with NRP FINANCIAL, INC., SKY INVESTMENTS, INC., and INVEST FINANCIAL CORPORATION.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
04/06/2020 - Present
Cambridge Investment Research Advisors, Inc. (Bryan OH)
OH
07/03/2000 - 11/02/2010
NRP FINANCIAL, INC. (BRYAN OH)
OH
03/07/1996 - 03/24/2000
SKY INVESTMENTS, INC. (BRYAN OH)
WI
03/22/1995 - 08/03/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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