Robert Crawford, financial advisor Glendale CA
93 score

Robert Crawford

CRD Number: 1135287
Current Firm: Us Financial Advisors, LLC

Robert Crawford (CRD# 1135287) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Glendale, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Financial Advisors LLC Braintree, MA Sep 2013 - Current 3
Lpl Financial LLC Glendale, CA Sep 2013 - Current 3
Robert Crawford Consulting Services Burbank, CA Jul 1996 - Current 20
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Sep 2013 < 1
Cameron Thornton Associates Burbank, CA Jul 1996 - Sep 2013 17
Financial Network Investment Corporation El Segundo, CA Aug 1996 - Dec 2012 16
Augusta Financial Inc. Santa Clarita, CA Jan 1999 - Jun 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Robert D. Crawford
Phone Number: 781-849-9200
Firm Website: http://www.1099tax.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    371
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $231,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, CA, CT, DC, FL, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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