Louis Craig, financial advisor Damascus MD
77 score

Louis Craig

CRD Number: 1055524
Current Firm: Next Financial Group, Inc.

Louis Craig (CRD# 1055524) is an Investment Advisor Representative working at Next Financial Group, Inc. in Damascus, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Houston, TX Dec 2008 - Current 8
Planmember Securities Corporation Carpinteria, CA Nov 2006 - Dec 2008 2
Next Financial Group Damascus, MD Oct 2003 - Nov 2006 3

Louis Craig has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Louis R. Craig
Phone Number: 713-789-7122
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
77

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