Craig Joseph George

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

• 06/2009 → 05/2025
  Edward Jones
  St Louis, MO
• 05/2025 → Present
  Lpl Financial Llc
  Pepper Pike, OH

Previous Registrations

• 2009-08-26 → 2025-05-09
  Edward Jones
  St Louis, MO
  Highland Heights, OH
  Chardon, OH
  Lyndhurst, OH
  Solon, OH

Other Businesses

1) 04/2025 - NATURAL JOURNEY FARM LLC / Farm / Vice President / Non Inv Related / Novelty OH 44072 / Start date 01/01/2016 - 3 hrs per month - 1% time spent 2) 04/2025 - Creekside Financial Advisors / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 3) 04/2025 - George Financial Group LLC / Owner / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Novelty OH 44072 / Start date 04/08/2025 - 5hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2009-08-22

Other Names

• Craig George
• Craig Joseph George