Craig Delman, financial advisor El Paso TX
74 score

Craig Delman

CRD Number: 1029640
Current Firm: Lpl Financial LLC

Craig Delman (CRD# 1029640) is an Investment Advisor Representative working at Lpl Financial LLC in El Paso, TX and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC El Paso, TX Jul 2009 - Current 7
Securian Financial Services, Inc. St Paul, MN May 1998 - Jul 2009 11
Minnesota Life St Paul, MN May 1998 - Jul 2009 11
G. P. Graham Capital Mgmt Group El Paso, TX May 1998 - Jul 2009 11
Craig A. Delman-self Employed El Paso, TX Jan 1976 - Jul 2009 33
Crest Benefits El Paso, TX May 1998 - Nov 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
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:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Craig A. Delman
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
74

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