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JC

Jeffrey P. Craig

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CRD#: 1133205
JC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Phillip Craig Mr., who also goes by Jeff Craig, Jeffrey Phillip Craig, Jeffrey Craig, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1983. Jeffrey had worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Craig | Jeffrey Phillip Craig | Jeffrey Craig

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 7, 2015 - January 27, 2016

R.M. DUNCAN SECURITIES, INC.

BD
CRD#: 14344
LITTLE ROCK, AR
Past

December 1, 2009 - October 15, 2013

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
LITTLE ROCK, AR
Past

October 3, 2008 - August 26, 2009

WFG INVESTMENTS, INC.

BD
CRD#: 22704
LITTLE ROCK, AR
Past

April 27, 2006 - October 2, 2008

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
LITTLE ROCK, AR
Past

August 20, 1991 - September 14, 2005

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

November 13, 1989 - May 14, 1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

BD
CRD#: 22540
Past

March 2, 1988 - November 13, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
HOUSTON, TX
Past

August 12, 1987 - September 11, 1987

LANDMARK GOVERNMENT SECURITIES, INC.

BD
CRD#: 19979
Past

May 23, 1985 - December 31, 1987

LANDMARK INVESTMENTS, INC.

BD
CRD#: 7041
Past

July 21, 1983 - November 20, 1983

BRITTENUM & ASSOCIATES, INC.

BD
CRD#: 7179

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/29/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RD
R.M. DUNCAN SECURITIES, INC.
INVESTMENT SECURITIES, INC. | R.M. DUNCAN SECURITIES, INC.

CRD#: 14344 / SEC#: , 8-30534

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
10201 W Markham St Suite 219, Little Rock, AR 72205
Mailing Address
10201 W Markham St Suite 219, Little Rock, AR 72205
Phone number
(501) 280-0200
Established
Arkansas since 09/23/1983
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DUNCAN, RANDALL MAXPRESIDENT & CEO873519
PORTILLO, JOSE ROMEOCHIEF COMPLIANCE OFFICER2248799
PORTILLO, JOSE ROMEOCFO2248799

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


R.M. DUNCAN SECURITIES, INC.

CRD#: 14344

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