Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J craig? Claim Your ProfileJ Craig McIlroy is a financial advisor at LPL Financial LLC. J Craig McIlroy has been in the industry since November 18, 1985. J Craig McIlroy is licensed to provide financial advice in 24 states. J Craig McIlroy's specializations include retirement planning, college savings, estate planning, and insurance. J Craig McIlroy also has experience in working with high-net-worth individuals. Prior to joining LPL Financial LLC, J Craig McIlroy was a financial advisor at OSAIC FA, INC. and The Lincoln National Life Insurance Company.
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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2
CO
08/05/2024 - Present
LPL Financial LLC (HIGHLANDS RANCH CO)
CO
06/01/1998 - 08/06/2024
OSAIC FA, INC. (DENVER CO)
IN
06/25/2002 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
04/02/1998 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
11/19/1985 - 04/01/1998
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 12/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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