Anne Crowe (CRD# 1823356) is an Investment Advisor Representative working at Lpl Financial LLC in Bluefield, VA and has over 35 years of experience in the finance industry.
CRD# 1292788
4 Seasons Advisors
CRD# 3218183
Edward Jones
CRD# 2983010
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bluefield, VA | Jun 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Bluefield, VA | Nov 2016 - Jun 2021 | 4 |
| Wells Fargo Advisors LLC | Bluefield, VA | Aug 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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