Base Management
46yrs
Top advisor by experience in Towson
27yrs
Craig Lestner
Full name on record: Craig Ryan Lestner
Financial advisor at Cambridge Investment Research Advisors
Based in Towson, Maryland, Craig Lestner is a fiduciary financial advisor with 27 years of industry experience. Craig has been with Cambridge Investment Research Advisors since 2007; before that, Craig spent two years at Transamerica Financial Advisors and four years at Morgan Stanley DW. Craig holds the CFP® designation.
One of 310 advisors with offices in Towson, and one of 277 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office305 W Chesapeake Ave Suite 510, Towson, MD 21204
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2005 – 2007Transamerica Financial Advisors, LLCPreviously
- 2000 – 2005Morgan Stanley DW Inc.Previously
Contact Craig
305 W Chesapeake Ave Suite 510Towson, MD 21204Office · Get directions Firm main line(641) 472-5100Headquarters: Cambridge Investment Research Advisors · Fairfield, IA Instagram pageCambridge Investment Research Advisors
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Questions to ask Craig
Tailored to Craig’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Craig
How do I contact Craig?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Craig Lestner. Craig works from the Towson, MD office.
How long has Craig been a financial advisor?
Craig has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Craig hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Craig a fiduciary?
Craig is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Craig paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Craig for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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