David CraigCRD Number: 7058171
Current Firm: Mml Investors Services, LLC
David Craig (CRD# 7058171) is an Investment Advisor Representative working at Mml Investors Services, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Mml Investors Services, LLC||Philadelphia, PA||Jan 2019 - Current||3|
|Massmutual||Philadelphia, PA||Jan 2017 - Current||5|
|East Carolina University||Greenville, NC||Jul 2013 - Dec 2016||3|
|Millbrook High School||Raleigh, NC||Jan 2009 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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