Craig Anderson (CRD# 1707316) is an Investment Advisor Representative working at Merit Financial Advisors in Lawrenceville, GA and has over 32 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merit Financial Group, LLC | Alpharetta, GA | Dec 2022 - Current | 1 |
| Lpl Financial, LLC | Lawrenceville, GA | May 2015 - Current | 8 |
| Merit Financial Group, Llc Dba Allegiance Retirement Solutions | Lawrenceville, GA | Apr 2016 - Dec 2022 | 6 |
| Allegiance Retirement Solutions, Inc. | Lawrenceville, GA | May 2015 - Dec 2022 | 7 |
| Hanson Mcclain Advisors | Sacramento, CA | Mar 2014 - Mar 2015 | 1 |
| Hanson Mcclain Securities | Sacramento, CA | Mar 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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