Craig Eilers (CRD# 1816141) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Waitsfield, VT and has over 30 years of experience in the finance industry.
CRD# 6147027
Esi Financial Advisors
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Waitsfield, VT | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Waitsfield, VT | Apr 2003 - Current | 21 |
| Nathan & Lewis Securities,inc. | New York, NY | Dec 1999 - Current | 24 |
| Jamieson Eilers Inc. | Waitsfield, VT | Aug 1987 - Current | 36 |
| Nfp Securities, Inc. | Austin, TX | Apr 2003 - Apr 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- TX
- VT
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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