Charles Crews, financial advisor Prairie Village KS

Charles Crews

CRD Number: 4509752
Current Firm: Fortis Capital Advisors, LLC

Charles Crews (CRD# 4509752) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Prairie Village, KS and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Fortis Capital Advisors, LLC Reno, NV Nov 2023 - Current < 1
Crews Law Simpsonville, SC Feb 2006 - Current 18
Crews Financial Advisors, LLC Simpsonville, SC May 2022 - Oct 2023 1
Arkadios Capital Atlanta, GA Apr 2021 - Oct 2022 1
Wealth Management Advisors, LLC Greenville, SC May 2018 - Oct 2022 4
Triad Advisors Norcross, GA May 2018 - Mar 2021 2
Sfa Financial LLC Greenville, SC Feb 2012 - May 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Sep 2002
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles W. Crews
Phone Number: (775) 446-4208
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    332
    MILLIONS
  • Total Number of Accounts
    1,024
    ACCOUNTS
  • Average Account Value
    $324,028
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, KS, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OR, PA, SC, TX, VA, VT

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