Stephen Crawford (CRD# 7370033) is an Investment Advisor Representative working at Commonwealth Financial Network in Meridian, MS and has over 2 years of experience in the finance industry.
CRD# 6556052
Edward Jones
CRD# 6633795
Edward Jones
CRD# 2735390
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jul 2021 - Current | 2 |
| Summit Wealth Group | Meridian, MS | May 2021 - Current | 3 |
| Marion Bank And Trust Company | Marion, AL | Jan 2021 - Apr 2021 | < 1 |
| Naheola Credit Union | Livingston, AL | Jun 2019 - Dec 2020 | 1 |
| Trustmark National Bank | Demopolis, AL | Jun 2017 - May 2019 | 1 |
| Bbva | Tuscaloosa, AL | Sep 2016 - May 2017 | < 1 |
| Trustmark National Bank | Demopolis, AL | Jun 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- AL
- MS
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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