CU
CU

Craig Ulep

20 Years of Experience
Hunt Valley, MD
BrokerSells Insurance

Craig Ulep is a registered investment advisor, based in Hunt Valley, MD, with 20 years of industry experience.

Location

11019 McCormick Road, Suite 110, Hunt Valley, MD, 21031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Craig is affiliated with Franklin Financial Group and Hub Retirement and Wealth Management, primarily focusing on investment-related activities. He also works for Hub International as a financial advisor and engages in real estate rental, dedicating minimal time to it, and sells non-variable insurance products through Franklin Financial Group, taking about half his time.

Employment History
Current Registrations
HUB International Investment Services INC.
August 2025 - Present · 9 mos
HUB International Investment Services INC.Broker
August 2025 - Present · 9 mos
Global Retirement Partners LLC
August 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
November 2011 - September 2023 · 11 yrs 10 mos
MML Investors Services, LLCBroker
November 2011 - September 2023 · 11 yrs 10 mos
Northwestern Mutual Investment Services,llc
January 2009 - October 2011 · 2 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
December 2005 - October 2011 · 5 yrs 10 mos
State Registrations13 states
CADCDEFLMDMTNCNEPATXVAWAWV
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.