Craig Douglas Sweeney

Current Employers

Employment History

• 05/2001 → Present
  Resource Planning Mgmt Group
  Visalia, CA
• 03/2015 → Present
  Lbg Advisor, Llc
  Fresno, CA

Other Businesses

RESOURCE PLANNING MANAGEMENT AND INSURANCE SERVICES. NON SECURITY INVESTMENT RELATED. 2635 W. MODOC CT, VISALIA, CA 93291. ESTATE PLANNING AND NURSING HOME PLANNING, INSURANCE AND FIXED ANNUITY SALE, HEALTH AND LIFE SALES. 100% OWNER, CONSULTANT. STARTED 5/2001. 15-30 HRS/WK DURING TRADING HOURS, 5 HRS/WK AFTER TRADING HOURS. DUTIES: CONSULT PERSON(S) ON HOW TO APPLY FOR LONG TERM CARE PROGRAM WITH THE STATE OF CA, THROUGH EDUCATION, ASSET REPOSITIONING, TO QUALIFY SUCH PERSON(S) FOR THE PROGRAM. BUSINESS ALSO INCLUDES THE SELLING OF LIVING TRUSTS, HEALTH INSURANCE AND LIFE INSURANCE. SWEENEY DIVERSIFIED INC. NON SECURITY INVESTMENT RELATED. 2635 W MODOC CT, VISALIA CA 93291. MAILING 4125 W NOBLE AVE #316, VISALIA CA 93277. TAX PURPOSES. 100% OWNER, PRESIDENT- SUB CHAPTER S CORP FOR THE FEDERAL. STARTED 4/2008. 1 HRS/WK DURING TRADING HOURS, 1 HRS/WK AFTER TRADING HOURS. DUTIES: ADMINISTRATIVE ONLY - PAY BILLS, FILE RECORDS; GENERAL BOOKKEEPING FOR RECORDS UPKEEP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-05
• S63 Uniform Securities Agent State Law Examination
  2006-05-24