Kyle Crawford, financial advisor Lagrange GA

Kyle Crawford

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Kyle W. Crawford
Phone Number: 404-841-2224
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States


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