Craig Baum is a CFP-designated registered investment advisor, based in McKeesport, PA, with 35 years of industry experience.
Location
314 Long Run Road, McKeesport, PA, 15132
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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
Craig is involved in several business activities, including freelance photography, working as a ski instructor, and serving as an advisory representative for a registered investment advisor. He also works as an independent insurance agent and real estate agent through Wilson Baum Agency, Inc., and is a sole proprietor of Wilson Baum Financial Services LLC, a securities DBA, taking nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations12 states
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