Garrett Crawford (CRD# 6238904) is an Investment Advisor Representative working at Providence Wealth Management LLC in Knoxville, TN and has over 10 years of experience in the finance industry. Garrett Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Providence Ltc Advisors, Inc. | Knoxville, TN | Jan 2014 - Current | 10 |
| Providence Wealth Management, LLC | Knoxville, TN | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- TN
- TX
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts640ACCOUNTS
-
Average Account Value$169,560
- 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)
FL, GA, LA, TN, TX
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