Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Thomas Lyman is a financial advisor with LPL Financial LLC. Craig has been in the financial services industry since December 1999 and holds Series 6, 7, 63, and 65 licenses. In addition to working with LPL Financial LLC, Craig has held past positions with LINCOLN FINANCIAL DISTRIBUTORS, INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC., TRANSAMERICA CAPITAL, INC., and INTERSECURITIES, INC.. Craig is licensed to sell securities in 37 states and is registered as an Investment Advisor in Nevada and Texas. Craig provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Craig's primary location is in Las Vegas, Nevada.
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
NV
08/11/2016 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
03/11/2008 - 12/16/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (LAS VEGAS NV)
NY
06/25/2003 - 03/06/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CO
12/05/2000 - 06/18/2003
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
12/08/1999 - 12/12/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 02/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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