Kyle CrawfordCRD Number: 4565459
Current Firm: Bison Wealth, LLC
Kyle Crawford (CRD# 4565459) is an Investment Advisor Representative working at Bison Wealth, LLC in Lagrange, GA and has over 19 years of experience in the finance industry. Kyle 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.
Synovus Securities, Inc.
Commonwealth Financial Network
|Sa Stone Wealth Management, Inc.||Lagrange, GA||Jun 2022 - Current||< 1|
|Lakeview Capital Partners, LLC||Lagrange, GA||Jan 2014 - Current||8|
|Safs||Birmingham, AL||Jan 2014 - Sep 2020||6|
|Morgan Stanley Smith Barney||La Grange, GA||Jun 2009 - Jan 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management576MILLIONS
Total Number of Accounts1,937ACCOUNTS
Average Account Value$297,410
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, IL, LA, MA, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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