Cody Crawford (CRD# 6051050) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 7 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spg Advisors LLC | Kirkland, WA | Apr 2019 - Current | 5 |
| Strategic Benefits, Inc. Dba Sound Planning Group | Kirkland, WA | Apr 2019 - Current | 5 |
| Dynamic Income Strategies LLC | Houston, TX | Mar 2015 - Current | 9 |
| Sageguard Financial Group, LLC | Spring, TX | Oct 2018 - Apr 2019 | < 1 |
| First Advisors National, LLC | Houston, TX | Jun 2016 - Nov 2018 | 2 |
| Founders Group, Inc. | Houston, TX | Aug 2014 - Sep 2018 | 4 |
| Synergy Financial Management, LLC | Houston, TX | May 2016 - Jun 2016 | < 1 |
| Cody Crawford Sole Proprietor | Houston, TX | Feb 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- CA
- ID
- TX
- WA
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Total Assets Under Management401MILLIONS
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Total Number of Accounts2,006ACCOUNTS
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Average Account Value$199,877
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, ID, OR, TX, WA
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