Craig Lewis Andres

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 04/2017
  Pnc Bank
  Mays Landing, NJ
• 04/2015 → 04/2017
  Pnc Investments Llc
  Mays Landing, NJ
• 08/2017 → 12/2019
  Pnc Investment
  Pittsburgh, PA
• 05/2017 → 07/2017
  Unemployed
  Ocean City, NJ
• 12/2019 → Present
  Lpl Financial, Llc
  Northfield, NJ

Previous Registrations

• 2017-09-15 → 2020-01-02
  Pnc Wealth Management Llc
  Sewell, NJ
  Vineland, NJ
  Woodbury, NJ
  Margate, NJ
  Atlantic City, NJ
  Absecon, NJ
  Ocean City, NJ
  Woodbury, NJ
  Linwood, NJ
• 2015-05-07 → 2017-04-28
  Pnc Wealth Management Llc
  Mays Landing, NJ
  Ocean City, NJ
  Linwood, NJ
• 2007-08-17 → 2014-09-25
  Avantax Advisory Services
  Woodbury, NJ

Other Businesses

1. 1/2/2020 - Sand Dollar Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/31/2019 - 160 Hours Per Month/7 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-19

Other Names

• Craig Andres