CG
Craig A. Garner
ELDRIDGE INVESTMENT ADVISORS
Manchester, NH 03104
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CRD#: 5739222
CG
Professional summary
Craig Alan Garner is a registered financial advisor currently at ELDRIDGE INVESTMENT ADVISORS INC located in Manchester, New Hampshire and LPL FINANCIAL LLC located in Manchester, New Hampshire.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Craig has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 12/07/2009 - STEPHEN ELDRIDGE & COMPANY - INV REL - THIRD PARTY ADMINISTRATOR (TPA) - 80% TIME SPENT - RETIREMENT PLAN ADMINISTRATION FIRM. IN CHARGE OF ADMINISTRATION DEPARTMENT. VP 2. 10/13/2010: REGISTERED INVESTMENT ADVISOR - ELDRIDGE INVESTMENT ADVISORS, INC. - MODIFIED-SAM BUSINESS ONLY THRU LPL. - INVESTMENT RELATED - TIME SPENT 20% - MANCHESTER, NH. 3. 10/5/2011: OTHER-MUSICIAN - PERFORMANCE AND ARRANGING OF MUSIC FOR A BRASS QUINTET. PERFORM FOR EVENTS SUCH AS WEDDINGS, CHURCH SERVICES, CONCERTS IN THE PARK, ETC. I ALSO ARRANGE AND PUBLISH SHEET MUSIC FOR BRASS INSTRUMENTS. - NOT INVESMTENT RELATED - TIME SPENT 2%. 4. 11/30/2012: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - ELDRIDGE INVESTMENT ADVISORS INC. - INVESTMENT RELATED - MANCHESTER, NH. 5. 4/14/2014: COMMUNITY, CIVIC AND CHARITABLE BOARD - NAPA (NATIONAL ASSOC. OF PLAN ADVISORS) - CHAIR - NAPA EDUCATIONAL COMMITTEE - NOT INVESTMENT RELATED - TIME SPENT 5%. 6. 11/02/2016: American Retirement Association (ARA) - Writer - Investment Related - 4245 N. Fairfax Drive, Suite 750, Arlington VA 22203 - Start 08/20/2016 - 10 Hr/Mo; 0 Hour(s) During Securities Trading - writing training material. 7. 07/28/2022 - Eldridge Investment Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 07/28/2022
CRS (Client Relationship Summary) - RIA
Click below to view Craig Alan Garner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 12, 2010 - Present
ELDRIDGE INVESTMENT ADVISORS INC
Office #1: 686 Chestnut St, Manchester, NH 03104RIA
CRD#: 106380
Manchester, NH
Current
January 13, 2010 - Present
LPL FINANCIAL LLC
Office #1: 686 Chestnut Street, Manchester, NH 03104-3009RIA
BD
CRD#: 6413
Manchester, NH
Past
June 8, 2010 - September 10, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EI
ELDRIDGE INVESTMENT ADVISORS INC
ELDRIDGE INVESTMENT ADVISORS INC
CRD#: 106380 / SEC#: 801-42161
RIA
Registered Investment Advisory firm - (8/19/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/27/2018)
RR
Massachusetts(1/3/2012)
RR
New Hampshire(6/23/2010)
IAR
New Hampshire(10/12/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EI
ELDRIDGE INVESTMENT ADVISORS INC
ELDRIDGE INVESTMENT ADVISORS INC
CRD#: 106380 / SEC#: 801-42161
RIA
Registered Investment Advisory firm - (8/19/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
686 Chestnut St, Manchester, NH 03104
Mailing Address
Phone number
(603) 625-8559
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 969 |
| AUM (Assets Under Management) | $ 790,942,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
