Craig Felhandler
Craig Felhandler is a registered investment advisor at LPL Financial LLC, based in Farmington Hills, MI, with 30 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
32000 Northwestern Highway, Suite 145, Farmington Hills, MI, 48334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is the President of Felhandler Financial, dedicating significantly more than full-time hours to this investment-related role. He also works as an insurance agent selling insurance and fixed annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Aragon Financial Services, INC.Broker
State Registrations11 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.