wiseradvisor

Casey Craig, AIF®
Highlander Financial Group

Tel: 301-519-8016
7 Park Ave.
Gaithersburg, MD 20877

Your Future Is Our Focus

Highlander Financial Group | Financial Advisor in Gaithersburg ,MD

About Highlander Financial Group

Our mission is to help our clients work toward financial independence through planning. We want to spend time with our clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with you as your trusted advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC


General Information

Firm Start Year:   2011
Gender:   Male
Name of Broker/Dealer:   LPL Financial LLC
States Licensed in:   CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NM, OH, PA, SC, VA, WV
I work with the following types of clients:   Investment Clubs, Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Risk Management


Services

Investment Types:   Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Commodities, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Video Conference, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Property, Casualty, Accident, Annuity, Variable Life, Life, HMO, Variable Annuity, Long Term Care, Health


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions, Based on Assets
Fee % Based on Assets:   1.25%
Additional Details on Charges:   1.25% on first $1 mm 0.75% on second $1mm


Education

Bachelor of Science - Business Administration  Central Michigan University - Mt. Pleasant, MI
01/1999-7/2001



Casey Craig

Casey Craig

AIF®

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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