Craig M Kilmer
Investment adviser representative at LPL Financial LLC
41 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Craig M Kilmer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
41 years in the industry.
- LPL Financial LLCJul 2025 to now
- Hancock Associates IncAug 2016 to now
- The Hancock Group IncApr 2014 to now
- Hancock Capital Management, Inc.Jun 2005 to now
- Cadaret, Grant & Co., Inc.Jan 2017 to Jul 2025
- Principal Life Insurance CompanyJul 1998 to Dec 2016
- Princor Financial Services CorporationOct 1985 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1433346
- Firm CRD
- 6413