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Lucien Eugene Craig

Investment adviser representative at United Advisors America
8 yearsExperience
1 stateRegistered in
$446.5MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

8 years in the industry.

  1. United Advisors America CorporationMay 2019 to now
  2. Alliance America CorporationMay 2019 to now
  3. Level Four Advisory ServicesOct 2014 to now
  4. Federal Employee RetirmentJan 2019 to May 2019
  5. Holiday WorldFeb 2017 to Dec 2018
  6. LPL Financial, LLCMar 2011 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (TX).

United Advisors America

Legal name: United Advisors America Corporation

$446.5MAssets managed
2,809Clients
21Advisers
7 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
1785449
Firm CRD
147350
Advisor's SEC record (opens in a new tab)
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