Craig Dennis (CRD# 5860473) is an Investment Advisor Representative working at Edward Jones in Middletown, CT and has over 12 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2018 - Current | 5 |
| The Leaders Group Inc. | Littleton, CO | Mar 2018 - Jul 2018 | < 1 |
| Four Seasons Financial Group | Marlton, NJ | Jan 2018 - May 2018 | < 1 |
| Foresters Financial | Andover, MA | Feb 2017 - Oct 2017 | < 1 |
| Saybrus Equity Services, Inc. | Glendale, AZ | Mar 2015 - Feb 2017 | 1 |
| Saybrus Partners | Hartford, CT | Mar 2015 - Feb 2017 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Sep 2013 - Feb 2015 | 1 |
| Mml Investors Services LLC | Phoenix, AZ | Sep 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- CT
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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