Edmund Crawford (CRD# 2775981) is an Investment Advisor Representative working at Crawford Advisory Group, LLC in Austin, TX and has over 27 years of experience in the finance industry. Edmund Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crawford Advisory Group, LLC | Austin, TX | Feb 2004 - Current | 20 |
| Royal Alliance Associates, Inc. | Austin, TX | Oct 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- TX
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Total Assets Under Management12MILLIONS
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Total Number of Accounts21ACCOUNTS
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Average Account Value$575,240
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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