Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Craig is a financial advisor with LPL Financial LLC. James has been in the industry since 2001 and has a variety of experience in the financial services industry, including working for Woodbury Financial Services, Inc., Financial Network Investment Corporation, CUNA Brokerage Services, Inc., and Raymond James & Associates, Inc. James has a strong track record of success in helping clients achieve their financial goals. James is committed to providing personalized service and helping clients make informed decisions about their financial futures. James is registered with the state of Michigan to provide investment advice.
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
MI
07/29/2011 - Present
LPL Financial LLC (ANN ARBOR MI)
MI
06/01/2010 - 07/22/2011
WOODBURY FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MI
10/06/2009 - 06/03/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (ANN ARBOR MI)
MI
06/05/2002 - 07/31/2009
CUNA BROKERAGE SERVICES, INC. (LIVONIA MI)
FL
04/02/2001 - 05/13/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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