Peter Craig (CRD# 56259) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 39 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independence Square Holdings, LLC | King Of Prussia, PA | Aug 2019 - Current | 4 |
| Lpl Financial, LLC | King Of Prussia, PA | Feb 2014 - Current | 9 |
| Private Advisor Group, LLC | King Of Prussia, PA | Mar 2014 - Jan 2020 | 5 |
| Financial Advisers Of Delaware Valley | Conshohocken, PA | Sep 2008 - Mar 2014 | 5 |
| Princor Financial Srvcs Corp | King Of Prussia, PA | Oct 2002 - Mar 2014 | 11 |
| Principal Life Insurance Company | King Of Prussia, PA | Oct 2002 - Feb 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
- PA
-
Total Assets Under Management926MILLIONS
-
Total Number of Accounts2,025ACCOUNTS
-
Average Account Value$457,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
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