Brendan Crews (CRD# 5960522) is an Investment Advisor Representative working at Daviman Financial, LLC in Noblesville, IN and has over 12 years of experience in the finance industry. Brendan Crews 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.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Daviman Financial, LLC | Mccordsville, IN | Jan 2017 - Current | 7 |
| Eagle Strategies LLC | Carmel, IN | Aug 2016 - Dec 2016 | < 1 |
| Nylife Securities LLC | Carmel, IN | Nov 2011 - Dec 2016 | 5 |
| New York Life Insurance Company | Carmel, IN | Jul 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- IN
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Total Assets Under Management104MILLIONS
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Total Number of Accounts495ACCOUNTS
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Average Account Value$209,238
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, IN
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