Steven Crawford, financial advisor Glen Allen VA
74 score

Steven Crawford

CRD Number: 1147573
Current Firm: The Main Street Group

Steven Crawford (CRD# 1147573) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Main Street Group Glan Allen, VA Jul 2015 - Current 1
Lpl Financial LLC Glen Allen, VA Jan 2006 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
S63 Uniform Securities State Law Examination Oct 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Steven G. Crawford
Phone Number: 804-270-4470
Registered State(s):
  • MD
  • TX
  • VA
  • NC
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $173,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD, NC, NY, TX, VA

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BADGES
74

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