Lucien Craig
Lucien Craig is a registered investment advisor at United Advisors America, based in Prosper, 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 1,751 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fixed income portfolio management fee is 0.5%.
Fee Estimator
Location
290 S Preston Road, Suite 220, Prosper, TX, 75078
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2014Other 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
Previous Registrations
Level Four Advisory Services
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Level Four Advisory Services
Lincoln Financial Securities CorporationBroker
Zacks & CompanyBroker
Zacks Investment Management, INC.
Fisher Investments
Scottrade, INC.Broker
Fidelity Brokerage Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Advantage Capital CorporationBroker
The Investment Center, INC.Broker
Independent Investment Brokers of AmericaBroker
Capital First Securities, INC.Broker
State Registrations1 state
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.