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Lucien Craig

United Advisors America
30 Years of Experience
Fulshear, TX
1 DisclosureSells Insurance
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Lucien Craig is a registered investment advisor at United Advisors America, based in Fulshear, TX, with 30 years of industry experience. Lucien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,809 clients with $450M in assets under management.

United Advisors America
Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
Number of Clients
2,809 clients
Average Client Portfolio
$159K average
Assets Under Management
$446.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.5M0.80%
$2.5M+0.60%

Fixed income portfolio management fee is 0.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fulshear, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lucien is an insurance agent with Alliance America Corporation since 2019, dedicating full-time hours. He also works as an agent for Level Four Insurance Services selling life, health, disability, and fixed annuities, dedicating a few hours per week, and provides financial plans and advice for Level Four Advisory Services LLC, taking about half of his time.

Employment History
Current Registrations
United Advisors America
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Level Four Advisory Services
October 2014 - February 2017 · 2 yrs 4 mos
LPL Financial LLC
March 2011 - November 2015 · 4 yrs 8 mos
LPL Financial LLCBroker
March 2011 - February 2017 · 5 yrs 11 mos
LPL Financial LLC
March 2011 - March 2011 · 0 mos
CUNA Brokerage Services, INC.Broker
August 2010 - March 2011 · 7 mos
CUNA Brokerage Services, INC.
August 2010 - March 2011 · 7 mos
Level Four Advisory Services
April 2009 - May 2010 · 1 yr 1 mo
Lincoln Financial Securities CorporationBroker
April 2009 - May 2010 · 1 yr 1 mo
Zacks & CompanyBroker
April 2006 - April 2009 · 3 yrs
Zacks Investment Management, INC.
February 2006 - April 2009 · 3 yrs 2 mos
Fisher Investments
July 2001 - December 2005 · 4 yrs 5 mos
Scottrade, INC.Broker
June 1999 - March 2001 · 1 yr 9 mos
Fidelity Brokerage Services, INC.Broker
February 1994 - August 1998 · 4 yrs 6 mos
Metlife Securities INC.Broker
May 1992 - September 1992 · 4 mos
Metropolitan Life Insurance CompanyBroker
May 1992 - September 1992 · 4 mos
Advantage Capital CorporationBroker
December 1989 - December 1990 · 1 yr
The Investment Center, INC.Broker
September 1988 - December 1988 · 3 mos
Independent Investment Brokers of AmericaBroker
May 1988 - September 1988 · 4 mos
Capital First Securities, INC.Broker
February 1988 - April 1988 · 2 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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