Robert Crabtree (CRD# 5093104) is an Investment Advisor Representative working at Lpl Financial LLC in Davie, FL and has over 17 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Davie, FL | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2021 - Current | 2 |
| Cuna Mutual Group | Waverly, IA | Jun 2021 - Current | 2 |
| Suntrust Investment Services,inc. | Atlanta, GA | Jan 2017 - Jun 2021 | 4 |
| Suntrust Advisory Services | Atlanta, GA | Aug 2016 - Jun 2021 | 4 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jan 2015 - Jan 2017 | 2 |
| Suntrust Investment Services, Inc. | Wilton Manors, FL | Mar 2006 - Jan 2015 | 8 |
| Suntrust Bank | Fort Lauderdale, FL | Jul 1989 - Jan 2015 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- FL
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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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