Unclaimed Profile

Craig M Rollins

LJCOOPER CAPITAL MANAGEMENT, LLC·OREM, Utah

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 6523 years registeredLJCOOPER CAPITAL MANAGEMENT, LLC

742 N 530 E, OREM, UT 84097CRD# 1896698Firm CRD# 145593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig M Rollins · OREM, UT

Registration

CRD #1896698 · LJCOOPER CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LJCOOPER CAPITAL MANAGEMENT, LLC

LJCOOPER CAPITAL MANAGEMENT, LLC

Jan 2008 – Aug 2019

OREM, UT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Jul 2008

OREM, UT

CAMBRIDGE INVESTMENT RESERARCH, INC.

May 2004 – Mar 2005

OREM, UT

ING FINANCIAL PARTNERS, INC

Oct 2003 – May 2004

OREM, UT

INTERSECURITIES, INC.

Jan 2003 – Oct 2003

OREM, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · January 31, 2003

Years registered · 23

Disclosure History

2005Customer Dispute·Denied

2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FIRSTPURPOSE WEALTH LLC

CRD 145593 · SEC 801-68547

AUM

$540M

Regulatory assets under management

Employees

3,416 client accounts

Services offered by FIRSTPURPOSE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRSTPURPOSE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Craig M Rollins offer?

Craig M Rollins specializes in Financial Planning, Investment Management.

What are Craig M Rollins's credentials?

Craig M Rollins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig M Rollins located?

Craig M Rollins is based in OREM, Utah, last registered with LJCOOPER CAPITAL MANAGEMENT, LLC.

How does Craig M Rollins charge for services?

Craig M Rollins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LJCOOPER CAPITAL MANAGEMENT, LLC?

LJCOOPER CAPITAL MANAGEMENT, LLC has approximately 46 employees and manages $540M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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