Lisa Crawford, financial advisor Carmel IN
90 score

Lisa Crawford

CRD Number: 6004688
Current Firm: Valic Financial Advisors, Inc.

Lisa Crawford (CRD# 6004688) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Carmel, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors Carmel, IN Aug 2013 - Current 3
Bank Of America, N.a. South Bend, IN May 2013 - Aug 2013 < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated South Bend, IN Nov 2011 - Aug 2013 1
Unemployed New Carlisle, IN Sep 2011 - Nov 2011 < 1
Smithamundsen Chicago, IL Nov 2009 - Sep 2011 1
Zurich Direct Chicago, IL Nov 2005 - Nov 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Lisa M. Crawford
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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