Gerald Craig
Managing Partner, Carolina Planning Consultants, LLP
- Role
- Managing Partner & Financial Advisor at Carolina Planning Consultants
- Location
- Concord, NC, US
- LinkedIn followers
- 500 followers
About Gerald Craig
With more than a quarter of a century of experience in the financial services industry, I…
Experience
Managing Partner & Financial Advisor
Jan 1995 — Present · Concord, NC, US
A Registered Principle with LPL Financial, the nation\'s leading independent broker dealer.* Founder, majority owner and Managing Partner.*Based on total revenues, as reported in Financial Planning magazine June 19••••18.
Education
Campbell University
BBA, Trust Management
1981 — 1985
The American College of Financial Services
Chartered Life Underwriter (CLU)
College for Financial Planning
Certified Financial Planner (CFP®)
The American College of Financial Services
Chartered Financial Consultant (ChFC)
Skills
- Risk Assessment
- Wealth Management
- Investment Advisory
- Financial Planning
- Series 7
- Series 65
- Charitable Gift Planning
- Retirement Income Planning
- Investments
- Series 63
- Estate Planning
- Series 6
- Insurance
- Series 24
- Annuities
- Medicare Supplement
- Trust Services
- Budgets
- Finance
- Asset Allocation
- Risk Management
- Fixed Annuities
- Financial Services
- Portfolio Analysis
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Long Term Care Insurance
- Portfolio Management
- Life & Health Insurance Licenses
- Asset Management
- College Education Planning
- Investment Strategies
- Disability Insurance
- Business Succession Planning
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