Craig Michael Adams, CFP

Overview

Craig Michael Adams is an insurance agent, a registered representative and an investment adviser representative based in NJ, with 23 years in the industry.

Years in the industry

23

States licensed

2

States registered

4

Carrier appointments

28

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 2 states
• Registered in 4 states

• Producer
• Series 6
• Series 63
• Series 65
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• United Planners' Financial Services of America a Limited PartnerCurrent firm
• Cma Wealth Management LlcCurrent firm

Employment history since 2004

Carriers

28 active carrier appointments

Book and practice

Firm assets under management on file