Lorraine Crawford, financial advisor Montecito CA
93 score

Lorraine Crawford

CRD Number: 5287263
Current Firm: City National Securities, Inc.

Lorraine Crawford (CRD# 5287263) is an Investment Advisor Representative working at City National Securities, Inc. in Montecito, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Westlake Village, CA Jul 2015 - Current 1
Wells Fargo Advisors LLC Westlake Village, CA Jan 2011 - Jul 2015 4
Wells Fargo Bank Woodland Hills, CA Mar 2003 - Jul 2015 12
Wells Fargo Investments, LLC Westlake Village, CA Jan 2007 - Jan 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Lorraine C. Crawford
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    668
    MILLIONS
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $645,239
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, NV, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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