professional profile
Craig M Small, CFA
Overview
Craig M Small is an insurance agent, a registered representative and an investment adviser representative based in OH, with 19 years in the industry.
- Years in the industry
- 19
- States registered
- 19
- Exams passed
- 5
- Current firms
- 2
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Registered in 19 states
3 lines of authority, with every state and its dates
Firms
- Lpl Financial LLCCurrent firm
- Symphony Financial Services, Inc.Current firm
Employment history since 2008
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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