Lynn Craig
Lynn Craig is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Harleysville, PA, with 38 years of industry experience. Lynn is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
464 Main Street, Harleysville, PA, 19438
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lynn sells fixed insurance products, dedicating about 10-20% of her time to this activity. Lynn is also a co-owner of The Fitness Squad, LLC, an Orangetheory Studio, spending minimal time on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Equities LLCBroker
Marketing One Securities, INC.Broker
Butcher & Singer INC.Broker
The Great-West Life Assurance CompanyBroker
First Investors CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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