Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Anderson is a financial advisor with over 30 years of experience in the financial services industry. Craig is currently registered with Merit Financial Advisors. He is a licensed investment advisor representative in Georgia and is also registered as a Registered Representative in Alabama, Florida, Georgia, Kentucky, North Carolina, Pennsylvania, South Carolina and Texas. Craig is committed to providing personalized financial planning and investment management services to individuals, families, businesses and retirement plans. Craig is known for his expertise in retirement planning, investment management, and insurance. Craig's goal is to help clients achieve their financial goals through education, planning, and investment strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
04/15/2016 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
05/11/2015 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
CA
07/12/2014 - 03/19/2015
HANSON MCCLAIN SECURITIES (FOLSOM CA)
GA
09/24/2013 - 03/24/2014
WOODSTOCK FINANCIAL GROUP, INC. (CANTON GA)
GA
02/08/2006 - 04/03/2013
ALLSTATE FINANCIAL SERVICES, LLC (CANTON GA)
TX
05/01/1989 - 06/21/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
02/06/1989 - 05/02/1989
ROSE & COMPANY INVESTMENT BROKERS, INC.
NA
02/16/1988 - 08/02/1988
SME CAPITAL MANAGEMENT CORPORATION
IA
Issued 10/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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