George Crawfis, financial advisor Birmingham AL
93 score

George Crawfis

CRD Number: 871245
Current Firm: Sterne Agee Investment Advisor Services, Inc.

George Crawfis (CRD# 871245) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Birmingham, AL and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jun 2016 - Current < 1
Sterne Agee Financial Services, Inc. Atlanta, GA Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1979
S65 NASAA Investment Advisors Law Examination Nov 1992
Contact Info for George M. Crawfis
Phone Number: 205-414-3367
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    845
    MILLIONS
  • Total Number of Accounts
    5,829
    ACCOUNTS
  • Average Account Value
    $144,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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