Craig Lappen (CRD# 1726355) is an Investment Advisor Representative working at Twenty-first Century Financial Advisors Inc. in Stuart, FL and has over 33 years of experience in the finance industry. Craig Lappen 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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twenty-first Century Financial Advisors Inc. | Stuart, FL | Nov 2018 - Current | 5 |
| Twenty-first Century Financial Advisors Inc. | Manchester, CT | Dec 1994 - Nov 2018 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1990 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1991 |
- CT
- FL
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$1,395,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL
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