Financial advisor
Lynn Craig
Now at Cetera · Tupelo Wealth Partners · Harleysville, PA
Registered as LYNN JEAN CRAIG
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Tupelo Wealth Partners | Commonwealth | Cetera | Lateral | June 4, 2026 | $490M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Investment adviser | May 4, 2026 | Current |
| CETERA WEALTH SERVICES, LLC | Broker-dealer | May 4, 2026 | Current |
| COMMONWEALTH FINANCIAL NETWORK | Investment adviser | January 26, 2024 | May 6, 2026 |
| COMMONWEALTH FINANCIAL NETWORK | Broker-dealer | January 26, 2024 | May 6, 2026 |
| CAPITAL ANALYSTS | Investment adviser | February 10, 2015 | January 30, 2024 |
| LINCOLN INVESTMENT | Investment adviser | April 14, 2011 | January 30, 2024 |
| LINCOLN INVESTMENT | Broker-dealer | June 12, 2007 | January 30, 2024 |
| METLIFE SECURITIES INC. | Broker-dealer | November 30, 2005 | April 25, 2006 |
| METROPOLITAN LIFE INSURANCE COMPANY | Broker-dealer | November 30, 2005 | April 25, 2006 |
| CITISTREET EQUITIES LLC | Broker-dealer | January 10, 1992 | December 31, 2005 |
| MARKETING ONE SECURITIES, INC. | Broker-dealer | June 19, 1991 | October 11, 1991 |
| BUTCHER & SINGER INC. | Broker-dealer | January 2, 1987 | December 19, 1989 |
| THE GREAT-WEST LIFE ASSURANCE COMPANY | Broker-dealer | April 10, 1985 | February 26, 1987 |
| FIRST INVESTORS CORPORATION | Broker-dealer | May 18, 1984 | July 23, 1984 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.