Craig had held four different business/marketing jobs before starting his financial career on Black Monday 1987 with Shearson Lehman Brothers. That firm had many name and management changes, eventually becoming Morgan Stanley, which Craig left to join Tysons Wealth Advisors in February 2019.
Professional Details
- Series 7, 63 & 65 Registrations
- BA in Business Admin and BA in Economics, Wittenberg University, 1977
- Began financial services career in 1987
- Life, Health, and Variable Annuity Insurance Licensed**
- Craig has been recognized as a Washington D.C. –area Five Star Wealth Manager*
- in 2022, 2021, 2020, 2019, 2017, 2016, and 2015.
The Five Star Wealth Manager award was issued on October 17, 2022 by Five Star Professional (FSP) for the time period January 10, 2022 through August 26, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and /or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2597 Washington DC-area wealth managers were considered for the award; 159 (6% of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award was issued on 10/17/21 by Five Star Professional (FSP) for the time period 01/4/2021 through 07/23/2021. 2091 Washington DC-area wealth managers were considered for the award; 121 (6% of candidates) were named 2021 Five Star Wealth Managers.
Award was issued on 9/1/20 by Five Star Professional (FSP) for the time period 01/27/2020 through 08/21/2020. 2535 Washington DC-area wealth managers were considered for the award; 115 (5% of candidates) were named 2020 Five Star Wealth Managers.
Award was issued on 10/1/19 by Five Star Professional (FSP) for the time period 12/31/2018 through 08/9/2019. 1956 Washington DC-area wealth managers were considered for the award; 122 (6% of candidates) were named 2019 Five Star Wealth Managers.
Award was issued on 10/1/17 by Five Star Professional (FSP) for the time period 02/8/2017 through 08/22/2017. 1417 Washington DC-area wealth managers were considered for the award; 106 (7% of candidates) were named 2017 Five Star Wealth Managers.
Award was issued on 8/1/16 by Five Star Professional (FSP) for the time period 03/2/2016 through 08//30/2016. 1665 Washington DC-area wealth managers were considered for the award; 208 (12% of candidates) were named 2016 Five Star Wealth Managers.
Award was issued on 9/1/15 by Five Star Professional (FSP) for the time period 02/14/2015 through 08/10/2015. 1837 Washington DC-area wealth managers
were considered for the award; 227 (12% of candidates) were named 2015 Five Star Wealth Managers.
Craig Lund is securities registered in the following state(s): CA, CO, CT, DC, FL, GA, LA, MD, MT, NC, NJ, NM, NY, OR, PA, TX, VA, VT, WA, WI, WV.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
