George Craig is a registered investment advisor at Alders Financial Solutions, based in Novato, CA, with 25 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at a fixed fee ranging from $3,500 to $30,000, based on the complexity of assets, number of areas analyzed, and depth of analysis required.
- Services may also be charged on an hourly basis at a rate of $350 - $375 per hour.
Location
1701 Novato Blvd, Suite 304, Novato, CA, 94947
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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 Activities
George operates as a financial advisor under Louis Batmale Financial Advisor, a DBA for his LPL business. He also provides financial planning and consulting services through Alders Financial Solutions, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Alders Financial Solutions
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Alders Financial Solutions
Scottrade Investment Management
Scottrade, INC.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations3 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.