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Craig E. Foor

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CRD#: 4446102
CF

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.

Craig Eugene Foor, ChFC®, CLU®, who also goes by Craig E Foor, was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 2001. Craig had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Craig E Foor

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®
ChFC®

Experience


Past

February 9, 2007 - September 30, 2019

EVERENCE TRUST COMPANY

RIA
CRD#: 113179
GOSHEN, IN
Past

April 10, 2006 - December 31, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
GOSHEN, IN
Past

March 21, 2005 - December 31, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
GOSHEN, IN
Past

February 26, 2003 - March 7, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

September 28, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

September 28, 2001 - February 4, 2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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
IAR
Series 65
Date: 4/7/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ET
EVERENCE TRUST COMPANY
EVERENCE TRUST COMPANY | MMA TRUST COMPANY

CRD#: 113179 / SEC#: 801-60293

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Contact information


Main Address
1110 North Main Street, Goshen, IN 46528
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/28/2019)

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


EVERENCE TRUST COMPANY

CRD#: 113179

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