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Craig Carlton Adams

Investment Adviser Representative at HUB INVESTMENT PARTNERS, LLC

Tulsa, OKCRD #5339011Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Craig Carlton Adams has worked in the securities industry since 2012. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in Oklahoma and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
OklahomaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/18/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 12/7/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/6/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $99,999.991.50%
$100,000 - $999,999.991.25%
$1,000,000 - $2,999,999.991.00%
$3,000,000 - $6,999,999.990.75%
$7,000,000 - $9,999,999.990.50%
$10,000,000 and over
Source

HUB Investment Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HUB INVESTMENT PARTNERS, LLCCurrent
12/18/2025Tulsa, OK
LPL FINANCIAL LLC
5/27/20154/20/2022Tulsa, OK
MML INVESTORS SERVICES, LLC
4/4/20149/5/2014Tulsa, OK

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Carlton Adams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Craig Carlton Adams - Financial Advisor in Tulsa, OK | AdvisorFinder