Craig BaumCRD Number: 1951153
Current Firm: Cambridge Investment Research Advisors, Inc.
Craig Baum (CRD# 1951153) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Irwin, PA and has over 26 years of experience in the finance industry. Craig Baum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2011 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2011 - Current||5|
|Wealth Preservation And Management, Inc.||Irwin, PA||Jan 1997 - Current||20|
|Wilson Baum Agency, Inc.||Mckeesport, PA||Oct 1987 - Current||29|
|Tower Square Securities, Inc.||North Huntingdon, PA||Mar 1996 - Sep 2011||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
|S65||NASAA Investment Advisors Law Examination||Jul 1997|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
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