Craig J Davis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 06/2022
  Daniels Financial Partners, Inc.
  Albany, NY
• 02/2005 → 05/2021
  Price Chopper Supermarkets
  Schenectday, NY
• 05/2021 → Present
  Lpl Financial
  Albany, NY

Other Businesses

1-06/2022 / Daniels Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / Albany, NY 2-05/2021 / Notary / Other / Investment Related / 5 HR MNTH / Albany, NY 12205

Exams

• S66 Uniform Combined State Law Examination
  2023-01-28