Craig
Anderson
Merit Financial Advisors
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About this Advisor
Craig Anderson is a financial advisor working in Lawrenceville, Georgia with 7 years of industry experience. Anderson works at Merit Financial Advisors. Their career trajectory has included roles at Woodstock Financial Group, Inc, Cobb County Toyota, Hanson Mcclain Advisors, Hanson Mcclain Securities, Allegiance Retirement Solutions, Inc, Lpl Financial, LLC, Merit Financial Group, LLC Dba Allegiance Retirement Solutions and Merit Financial Group, LLC. Anderson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Merit Financial Advisors is a company headquartered in Alpharetta, GA. The company has offices in 40 locations and a total of 217 people on staff. It manages $6 billion in total assets between its 19,368 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 19,368 customer accounts, 22% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the type of services offered. Fees charged by Merit Financial Advisors can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$5,522,570,668
217
19,368
$285,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Craig Anderson Work History
Craig has been registered as a financial advisor for 7 years.*
Merit Financial Group, LLC
Lpl Financial, LLC
Merit Financial Group, LLC Dba Allegiance Retirement Solutions
Allegiance Retirement Solutions, Inc
Cobb County Toyota
Hanson Mcclain Advisors
Hanson Mcclain Securities
Woodstock Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merit Financial Advisors
Lawrenceville, GA
Alpharetta, GA
Alpharetta, GA
Birmingham, AL
Alpharetta, GA
Alpharetta, GA
Birmingham, AL
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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