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Craig Nelson

31 Years of Experience
Saint George, UT
Sells Insurance

Craig Nelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Saint George, UT, with 31 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

780 N. 2860 E., Saint George, UT, 84790

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Craig is licensed to sell life and health insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2025 - September 2025 · 1 mo
Epic Private Wealth
July 2022 - August 2025 · 3 yrs 1 mo
Transitional Broker LLCBroker
September 2020 - September 2022 · 2 yrs
Lone Peak Advisers
July 2019 - September 2022 · 3 yrs 2 mos
Crewe Advisors
March 2019 - July 2019 · 4 mos
LPL Financial LLCBroker
January 2012 - February 2019 · 7 yrs 1 mo
LPL Financial LLC
January 2012 - February 2019 · 7 yrs 1 mo
Financial Network Investment Corporation
April 2008 - December 2011 · 3 yrs 8 mos
Financial Network Investment CorporationBroker
April 2008 - December 2011 · 3 yrs 8 mos
Stone Hill Advisory Services INC.
August 2002 - April 2008 · 5 yrs 8 mos
Royal Alliance Associates, INC.
May 2002 - April 2008 · 5 yrs 11 mos
Royal Alliance Associates, INC.Broker
January 2002 - April 2008 · 6 yrs 3 mos
Signator Investors, INC.Broker
September 1994 - January 2002 · 7 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
September 1994 - May 1997 · 2 yrs 8 mos
State Registrations1 state
UT
Advisor

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.