Timothy Crawford (CRD# 2075488) is an Investment Advisor Representative working at Tim Crawford Cpa in Bridgeport, MI and has over 22 years of experience in the finance industry. Timothy 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# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 4473397
J.p. Morgan Securities LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tim Crawford Cpa | Bridgeport, MI | Jun 2002 - Current | 21 |
| Gwn Securities Inc. | Bridgeport, MI | May 2010 - Jan 2019 | 8 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Apr 2010 - Jan 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- TX
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Total Assets Under Management42MILLIONS
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Total Number of Accounts161ACCOUNTS
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Average Account Value$260,502
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
MI, TX
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