Lucien Craig, financial advisor Prosper TX

Lucien Craig

CRD Number: 1785449
Current Firm: United Advisors America

Lucien Craig (CRD# 1785449) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 36 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Prosper TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Prosper TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Jerry Boda, financial advisor Prosper TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Company Name Location Dates Years
Alliance America Corporation University Park, FL May 2019 - Current 4
United Advisors America Corporation Prosper, TX May 2019 - Current 4
Level Four Advisory Services Houston, TX Oct 2014 - Current 9
Federal Employee Retirment Brookshire, TX Jan 2019 - May 2019 < 1
Holiday World Katy, TX Feb 2017 - Dec 2018 1
Lpl Financial, LLC Brookshire, TX Mar 2011 - Feb 2017 5
Tdecu Wealth Advisors Pearland, TX Jul 2010 - Sep 2014 4
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lucien E. Craig
Phone Number: 877-443-0610
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    260
    MILLIONS
  • Total Number of Accounts
    2,249
    ACCOUNTS
  • Average Account Value
    $115,685
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from Lucien Craig and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.