Craig Eilers, financial advisor Waitsfield VT
93 score

Craig Eilers

CRD Number: 1816141
Current Firm: Nfp Advisor Services, LLC

Craig Eilers (CRD# 1816141) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Waitsfield, VT and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Nathan & Lewis Securities,inc. New York, NY Dec 1999 - Current 17
Jamieson Eilers Inc. Waitsfield, VT Aug 1987 - Current 29
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
Contact Info for Craig A. Eilers
Phone Number: 512-697-6000
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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