Lucien Craig, financial advisor Plano TX
69 score

Lucien Craig

CRD Number: 1785449
Current Firm: Level Four Advisory Services

Lucien Craig (CRD# 1785449) is an Investment Advisor Representative working at Level Four Advisory Services in Plano, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Level Four Advisory Services Houston, TX Oct 2014 - Current 2
Lpl Financial, LLC Brookshire, TX Mar 2011 - Current 5
Tdecu Wealth Advisors Pearland, TX Jul 2010 - Sep 2014 4
Cuna Mutual Group Waverly, IA Jul 2010 - Feb 2011 < 1
Lincoln Financial Securities Corporation Katy, TX Apr 2009 - Apr 2010 1
Level Four Advisory Services Plano, TX Apr 2009 - Apr 2010 1
Zacks Investment Management Chicago, IL Jan 2006 - Apr 2009 3
Zacks & Company Chicago, IL Jan 2006 - Apr 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Jun 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Lucien E. Craig
Phone Number: 972-665-0878
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,313
    MILLIONS
  • Total Number of Accounts
    5,717
    ACCOUNTS
  • Average Account Value
    $229,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
69

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