Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig W White is a financial advisor with LPL Financial LLC, a registered investment advisor with offices in ALBANY, NY. Craig has been a registered representative in the financial services industry since 2007 and has passed both the Series 66 and Series 63 exams. Previously, Craig worked for Cambridge Investment Research, Inc. and AXA Advisors, LLC. Craig holds a Series 7, Series 24, and SIE licenses. Craig specializes in financial planning, investment advice, and portfolio management services.
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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NY
11/09/2020 - Present
LPL Financial LLC (ALBANY NY)
NY
08/01/2016 - 11/12/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (ALBANY NY)
NY
02/02/2007 - 02/22/2013
AXA ADVISORS, LLC (CLIFTON PARK NY)
BC
Issued 11/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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