Halley Craig is a CFP-designated registered investment advisor, based in Omaha, NE, with 13 years of industry experience.
Location
14600 Branch St., Omaha, NE, 68154
Get directionsHistory
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 Activities
Halley works as an administrative assistant for CWM, LLC DBA Carson Partners, an SEC registered investment advisory firm, dedicating full-time hours. Halley also works full-time as a branch operations manager for Grooms Wealth Management, providing operational support to clients.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 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.