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CM

Craig S. Mellon

ECONOMIC RESEARCH AND INSURANCE SOLUTIONS
Chula Vista, CA
Some features on this profile are disabled
CRD#: 2742670
CM

Professional summary

Craig Sean Mellon, who also goes by Craig Mellon, is a registered financial advisor currently at ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC located in Chula Vista, California.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Craig has worked at 4 firms and has passed the Series 63, Series 65, Series 7 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Craig Mellon

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) - RIA

Click below to view Craig Sean Mellon's CRS (Customer Relationship Summary).

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

Current

February 17, 2011 - Present

ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC

RIA
CRD#: 145834
Chula Vista, CA
Past

November 4, 2010 - December 31, 2010

ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC

RIA
CRD#: 145834
CHULA VISTA, CA
Past

March 20, 2008 - December 31, 2009

ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC

RIA
CRD#: 145834
SAN DIEGO, CA
Past

October 24, 2006 - August 22, 2007

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

March 3, 2005 - September 21, 2007

GREENBOOK INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 131563
SAN DIEGO, CA
Past

May 10, 2004 - December 31, 2004

XELAN FINANCIAL PLANNING, INC.

RIA
CRD#: 123794
SAN DIEGO, CA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/17/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 10/16/2006
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/3/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/23/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 4/26/1996
Non-Member General Securities Examination

Current Firm

ER
ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC
ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC | THE ECONOMIC RESEARCH AND PLANNING ASSOCIATES LLC

CRD#: 145834 / SEC#:

California
Registered Investment Advisory firm - (3/20/2008 Approved)
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Contact information

Main Address
Chula Vista, CA
Mailing Address
Phone number
(619) 884-8525
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

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

ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC

CRD#: 145834Chula Vista, CA

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