Craig Lestner is a CFP-designated registered investment advisor, based in Towson, MD, with 26 years of industry experience.
Location
305 W Chesapeake Ave, Ste 510, Towson, MD, 21204
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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 an independent insurance agent for various independent insurance companies since 2005, dedicating about a quarter of his time. He is also an advisory representative of an RIA, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Intersecurities, INC.Broker
Intersecurities, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 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.