Craig Andres, financial advisor Ocean City NJ

Craig Andres

CRD Number: 5306985
Current Firm: Lpl Financial LLC

Craig Andres (CRD# 5306985) is an Investment Advisor Representative working at Lpl Financial LLC in Ocean City, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Northfield, NJ Dec 2019 - Current 4
Pnc Investment Pittsburgh, PA Aug 2017 - Dec 2019 2
Unemployed Ocean City, NJ May 2017 - Jul 2017 < 1
Pnc Bank Mays Landing, NJ Apr 2015 - Apr 2017 2
Pnc Investments LLC Mays Landing, NJ Apr 2015 - Apr 2017 2
Craig L Andres, Cpa Woodbury, NJ Mar 1985 - Mar 2015 30
H.d. Vest Advisory Services Woodbury, NJ Aug 2007 - Sep 2014 7
H.d. Vest Investment Services Woodbury, NJ Mar 2007 - Sep 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Craig L. Andres
Phone Number: 704-733-3300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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