Gerald Craig Email & Phone Number
Affiliate @ Integrated Financial Group | The Brain Trust
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Gerald Craig Location
- Concord, NC, US
Gerald Craig Work
- 2016 -now Affiliate @
- 1995 -now Managing Partner and Financial Advisor @
- 1993 -1995 Regional Manager @
- 1992 -1993 Regional Sales Representative @ Provident Life and Accident
- 1989 -1992 Group Sales Representative @ Paul Revere Insurance Group
- 1987 -1989 Agent @
- 1985 -1987 Trust Officer @
Gerald Craig Education
- Campbell University
BBA (Trust Management)
1981-1985 - FIke High School
Certified Financial Planner (CFP®)
- College for Financial Planning
- FIke High School
- The American College
Gerald Craig Skills
- Estate Planning
- Series 63
- College Education Planning
- Business Succession
- Fixed Annuities
- College Education
- Retirement Income Planning
- Insurance
- Retirement Planning
- Financial Planning
- Retirement Income
- Portfolio Management
- Annuities
- Investments
- Portfolio Analysis
- Series 6
- Finance
- Asset Allocation
- Investment Advisory
- Financial Services
- Medicare Supplement
- Wealth Management
- Charitable Gift Planning
- Strategic Financial Planning
- Investment Strategies
- Risk Assessment
- Risk Management
- Asset Management
- Business Succession Planning
- Disability Insurance
- Long Term Care Insurance
- Series 24
- Budgets
- Strategic Financial
- Retirement
- Series 65
- Life And Health Insurance Licenses
- Life And Health Insurance
- Series 7
- Trust Services
Gerald Craig Summary
- Gerald Craig, based in Concord, NC, US, is currently a Affiliate at Integrated Financial Group | The Brain Trust. Gerald Craig brings experience from previous roles at Carolina Planning Consultants, New York Life Insurance Company, Provident Life and Accident and Paul Revere Insurance Group. Gerald Craig holds a 1981 - 1985 BBA in Trust Management @ Campbell University. With a robust skill set that includes Estate Planning, Series 63, College Education Planning, Business Succession, Fixed Annuities and more. Gerald Craig has 2 emails and 1 mobile phone numbers on RocketReach.
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