Gerald Craig
Gerald Craig is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Concord, NC, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
323 Coddle Market Dr Ste 130, Concord, NC, 28027
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Regulatory History (1)
Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Gerald operates under the DBAs Carolina Planning Consultants, LLP and Integrated Financial Group. He also writes fixed, non-variable insurance products under Carolina Planning Consultants, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
1st Global Capital CORP.Broker
Nylife Securities INC.Broker
Nylife Securities INC.Broker
State Registrations20 states
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.