CA
CA
Craig Anderson
36 Years of Experience
Alpharetta, GA
1 DisclosureBrokerSells Insurance
Craig Anderson is a registered investment advisor, based in Alpharetta, GA, with 36 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History (1)
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Customer Dispute
April 2002Denied
Other Business ActivitiesSells Insurance
Craig is an independent insurance agent providing insurance advice, dedicating a few hours per week to this activity. He also works full-time as an Investment Advisor Representative (IAR) for Merit Financial Advisors, servicing clients.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Allegiance Retirement Solutions, INC.
August 2015 - March 2017 · 1 yr 7 mos
LPL Financial LLCBroker
May 2015 - August 2024 · 9 yrs 3 mos
Hanson Mcclain SecuritiesBroker
July 2014 - March 2015 · 8 mos
Hanson Mcclain Advisors
July 2014 - March 2015 · 8 mos
Woodstock Financial Group, INC.Broker
September 2013 - March 2014 · 6 mos
Allstate Financial Services, LLCBroker
February 2006 - April 2013 · 7 yrs 2 mos
Charles Schwab & CO., INC.
April 2003 - June 2005 · 2 yrs 2 mos
Charles Schwab & CO., INC.Broker
May 1989 - June 2005 · 16 yrs 1 mo
Rose & Company Investment Brokers, INC.Broker
February 1989 - May 1989 · 3 mos
Sme Capital Management CorporationBroker
February 1988 - August 1988 · 6 mos
State Registrations11 states
ALFLGAKYLAMINCNMPASCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.