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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Wilson Baum is a financial advisor at Cambridge Investment Research Advisors, Inc. located in McKeesport, Pennsylvania. Craig has been in the industry since 1990 and is licensed to conduct business in 12 states. Craig has a long track record of helping individuals and families reach their financial goals. Craig specializes in financial planning, investment management and retirement planning. Craig is dedicated to providing personalized service and building long-term relationships with clients.
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
PA
09/01/2011 - Present
Cambridge Investment Research Advisors, Inc. (McKeesport PA)
PA
03/05/1996 - 09/06/2011
TOWER SQUARE SECURITIES, INC. (IRWIN PA)
GA
08/15/1994 - 03/06/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
08/27/1990 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 07/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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