Craig William Schubert

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 06/1991 → Present
  Prudential Insurance Company Of America
  Crofton, MD
• 06/1991 → 11/2024
  Pruco Securities, Llc.
  Crofton, MD
• 11/2024 → Present
  Lpl Enterprise, Llc
  Pikesville, MD

Previous Registrations

• 2000-08-10 → 2024-11-14
  Pruco Securities, Llc.
  Annapolis, MD
  Annapolis, MD
  North Bethesda, MD
  Crofton, MD
  Pikesville, MD

Other Businesses

1) 10/31/2024- Precision Wealth Planners- DBA for LPL Business (entity for LPL business)- DBA in name only for marketing purposes- INV Related- At Pikesville, MD- Start date 08/23/2024- 40 HRS MTH- 40 HRS During Trading 2) 10/28/2024-Rocket Mortgage- Mortgage/Real Estate Services- Mortgage originator- INV Related- At Pikesville, MD- Start date 08/26/2021- 10 HRS MTH- 10 HRS During Trading

Exams

• S66 Uniform Combined State Law Examination
  2000-08-03
• S65 Uniform Investment Adviser Law Examination
  1999-05-05
• S63 Uniform Securities Agent State Law Examination
  1998-12-03