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Craig Mathews

1 Year of Experience
Harleysville, PA
BrokerSells Insurance

Craig Mathews is a registered investment advisor, based in Harleysville, PA, with 1 years of industry experience.

Location

345 Main St, Suite 105, Harleysville, PA, 19438

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Craig owns Craig Mathews' Insurance Agency, selling insurance products through State Farm and its affiliates, taking about half of his time. He also owns rental real estate property, dedicating minimal time to it.

Employment History
Current Registrations
State Farm Vp Management CORP.
September 2024 - Present · 1 yr 10 mos
State Farm Vp Management CORP.Broker
September 2024 - Present · 1 yr 10 mos
State Farm Investment Management CORP.
August 2024 - Present · 1 yr 11 mos
State Registrations4 states
DEMDNJPA
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.