Unclaimed Profile

Harold Craig Anderson

PARKSHORE WEALTH MANAGEMENT·GRANITE BAY, California

Series 1, Series 7, Series 24, Series 66Clean record32 years registeredPARKSHORE WEALTH MANAGEMENT

5940 GRANITE LAKE DRIVE, GRANITE BAY, CA 95746CRD# 868705Firm CRD# 148052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harold Craig Anderson · GRANITE BAY, CA

Registration

CRD #868705 · PARKSHORE WEALTH MANAGEMENT · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARKSHORE WEALTH MANAGEMENT

PARKSHORE WEALTH MANAGEMENT

Oct 2008 – Dec 2025

GRANITE BAY, CA

PENNINGTON FINANCIAL GROUP

Jan 2005 – Sep 2008

GOLD RIVER, CA

ROYAL ALLIANCE ASSOCIATES, INC.

Jul 1997 – Oct 2004

GOLD RIVER, CA

PENNINGTON FINANCIAL GROUP

Feb 1994 – Nov 2004

GOLD RIVER, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 66

Registration record

First registered · February 17, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARKSHORE WEALTH MANAGEMENT

CRD 148052 · SEC 801-78573

AUM

$399M

Regulatory assets under management

Employees

1,415 client accounts

Services offered by PARKSHORE WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARKSHORE WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Harold Craig Anderson offer?

Harold Craig Anderson specializes in Financial Planning, Investment Management, Wealth Management.

What are Harold Craig Anderson's credentials?

Harold Craig Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harold Craig Anderson located?

Harold Craig Anderson is based in GRANITE BAY, California, last registered with PARKSHORE WEALTH MANAGEMENT.

How does Harold Craig Anderson charge for services?

Harold Craig Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARKSHORE WEALTH MANAGEMENT?

PARKSHORE WEALTH MANAGEMENT has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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