Charles Crouch, financial advisor Lexington SC

Charles Crouch

CRD Number: 4348818
Current Firm: Cmc Wealth Management, LLC

Charles Crouch (CRD# 4348818) is an Investment Advisor Representative working at Cmc Wealth Management, LLC in Lexington, SC and has over 22 years of experience in the finance industry. Charles Crouch 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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Davinci Financial Designs
Professional Designations
Company Name Location Dates Years
Cmc Wealth Management, LLC Lexington, SC Jan 2020 - Current 4
Doyle Wealth Management, Inc. St. Petersburg, FL Jun 2017 - Oct 2019 2
Unemployed Lexington, SC Mar 2017 - May 2017 < 1
Great West Life And Annuity Greenword Village, CO Nov 2015 - Feb 2017 1
Bic Group, LLC Scottsdale, AZ Jul 2013 - Nov 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Charles M. Crouch
Phone Number: 803-606-2218
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $134,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

SC

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