Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucien? Claim Your ProfileLucien Eugene Craig is a Registered Investment Advisor Representative at United Advisors America. Lucien has over 30 years of experience in the financial services industry. Previously, Lucien has worked at several other firms including LPL Financial LLC, CUNA Brokerage Services, Inc., Lincoln Financial Securities Corporation, and Zacks & Company. Lucien holds the Series 7, Series 24, and Series 65 licenses, as well as the SIE license. Lucien specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/20/2019 - Present
United Advisors America (PROSPER TX)
TX
03/01/2011 - 02/22/2017
LPL FINANCIAL LLC (HOUSTON TX)
TX
08/05/2010 - 03/02/2011
CUNA BROKERAGE SERVICES, INC. (PEARLAND TX)
TX
04/03/2009 - 05/03/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (KATY TX)
IL
04/06/2006 - 04/02/2009
ZACKS & COMPANY (CHICAGO IL)
MO
06/25/1999 - 03/07/2001
SCOTTRADE, INC. (ST. LOUIS MO)
RI
02/08/1994 - 08/19/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
05/12/1992 - 09/14/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/12/1992 - 09/14/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
12/05/1989 - 12/31/1990
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
09/15/1988 - 12/13/1988
THE INVESTMENT CENTER, INC.
NA
05/13/1988 - 09/19/1988
INDEPENDENT INVESTMENT BROKERS OF AMERICA
NA
02/23/1988 - 04/16/1988
CAPITAL FIRST SECURITIES, INC.
IA
Issued 06/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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