Best Investors Account Sign in

Craig Douglas Duvarney

Craig Duvarney, Cfp

Bartlett, NH

Claim This Profile
Current Employers
Craig Duvarney, Cfp

Bartlett, NH • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2021-01-13
TX RA APPROVED 2020-10-28
MA RA APPROVED 2003-06-23
  • NH RA
    APPROVED
    Since 2021-01-13
  • TX RA
    APPROVED
    Since 2020-10-28
  • MA RA
    APPROVED
    Since 2003-06-23

Branch Locations

Bartlett, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates, Inc Bartlett NH 03/2003 08/2023
Craig Duvarney, Cfp Bartlett NH 03/2003 Present
Osaic Wealth Bartlett NH 08/2023 Present
  • 03/2003 → 08/2023
    Royal Alliance Associates, Inc
    Bartlett, NH
  • 03/2003 → Present
    Bartlett, NH
  • 08/2023 → Present
    Osaic Wealth
    Bartlett, NH
Other Businesses

1. CRAIG DUVARNEY, CFP POSITION: CFP NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2009 ADDRESS: 106 Highland Road, Bartlett NH 03812, United States DESCRIPTION: Independent RIA (Craig DuVarney, CFP) 2. BABSON COLLEGE POSITION: Volunteer/Mentor/Speaker NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/28/2020 ADDRESS: 231 Forest Street, Babson Park MA 02457, United States DESCRIPTION: I am volunteering at Babson College, my alma mater. I am a guest lecturer in the Personal Finance class and a judge for the Capstone presentations. I am also a mentor to those students interested in the financial planning career. All of these activities are primarily directed to current Babson College students. I have no interest in promoting by business via these activities. 3. VAN NOY VALOR FOUNDATION, INC. POSITION: Counsellor NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/10/2022 ADDRESS: 59 Cavalier Blvd, Suite 310, Florence KY 41042, United States DESCRIPTION: Counsellor? - Van Noy Valor Foundation. Qualified 501(c)(3) starting by my clients Kyle & Marissa Van Noy to encourage personal valor in the lives of adopted children, those in foster care and disadvantaged youth by armoring them with success through resources, mentors and opportunities. 4. CRAIG DUVARNEY, CFP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2003 ADDRESS: 106 Highland Road, Bartlett NH 03812, United States DESCRIPTION: Insurance Sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-19
  • S63 Uniform Securities Agent State Law Examination
    1999-03-19
Designations

View on SEC IAPD

More in Bartlett, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor