Courtney Crawford, financial advisor Houston TX
88 score

Courtney Crawford

CRD Number: 6143389
Current Firm: Lpl Financial LLC

Courtney Crawford (CRD# 6143389) is an Investment Advisor Representative working at Lpl Financial LLC in Houston, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Intrua Financial Houston, TX Oct 2015 - Current 1
Lpl Financial Houston, TX Jan 2014 - Current 2
Houston Wealth Strategies Houston, TX Dec 2012 - Jan 2014 1
Unemployed Austin, TX May 2012 - Dec 2012 < 1
Texas Tech University Lubbock, TX Aug 2010 - May 2012 1
Ryan, Inc. Austin, TX May 2010 - Aug 2010 < 1
Texas Tech University Lubbock, TX Aug 2006 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Courtney L. Crawford
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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