CE
CE

Craig Emerson

22 Years of Experience
Greenwood Village, CO
1 DisclosureBrokerSells Insurance

Craig Emerson is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenwood Village, CO, with 22 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5350 South Roslyn Street, Ste 370, Greenwood Village, CO, 80111

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History

Regulatory History (1)
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Customer Dispute
July 2023
Settled
Other Business ActivitiesSells Insurance

Craig sells fixed and traditional insurance products as an agent since 2003, dedicating a few hours per week. He is also an advisory representative for Fourest, LLC, an advisory business, dedicating about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Vsr Financial Services, INC.Broker
September 2016 - November 2016 · 2 mos
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Summit Financial Group INC
September 2016 - May 2021 · 4 yrs 8 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2019 · 3 yrs
Vsr Financial Services, INC.Broker
October 2009 - September 2016 · 6 yrs 11 mos
Vsr Advisory Services
October 2009 - September 2016 · 6 yrs 11 mos
H. Beck, INC.
January 2004 - November 2009 · 5 yrs 10 mos
H. Beck, INC.Broker
June 2003 - November 2009 · 6 yrs 5 mos
State Registrations27 states
ARAZCACOCTFLGAILKSKYMAMDMIMOMTNCNENJNMNVNYOHPASCTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.