Lucien
Craig
United Advisors America
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About this Advisor
Lucien Craig is a financial advisor based in Prosper, Texas with a total of 4 years of industry experience. Craig is on the advisory team at United Advisors America. Their career trajectory has included roles at Tdecu Wealth Advisors, Lpl Financial, LLC, Level Four Advisory Services, Holiday World, Federal Employee Retirment, Alliance America Corporation and United Advisors America Corporation. Craig maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. United Advisors America is a firm that has its headquarters in Prosper, TX. It administers $194 million in total assets across its 1,893 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,893 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. United Advisors America has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules vary depending on which services the firm provides the client. Fee types billed by United Advisors America typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$193,671,859
28
1,893
$102,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lucien Craig Work History
Lucien has been registered as a financial advisor for 4 years.*
Alliance America Corporation
United Advisors America Corporation
Level Four Advisory Services
Federal Employee Retirment
Holiday World
Lpl Financial, LLC
Tdecu Wealth Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lucien Craig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Advisors America
Bloomington, MN
Prosper, TX
St. Paul, MN
Atlanta, GA
Prosper, TX
Prosper, TX
Prosper, TX
Kansas City, MO
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