Chad CrawfordCRD Number: 6256480
Current Firm: Cornerstone Management, Inc.
Chad Crawford (CRD# 6256480) is an Investment Advisor Representative working at Cornerstone Management, Inc. in Peachtree Corners, GA and has over 4 years of experience in the finance industry.
Terra Firma Financial LLC
Independent Financial Partners
Pragmatic Financial Strategies, Inc.
|Cornerstone Management, Inc.||Norcross, GA||Jul 2012 - Current||5|
|Diversified Trust Company||Atlanta, GA||Apr 2011 - Jul 2012||1|
|Earnest Partners, LLC||Atlanta, GA||Jan 2008 - Apr 2011||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management758MILLIONS
Total Number of Accounts1,404ACCOUNTS
Average Account Value$540,177
- 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)
CA, FL, GA, ID, IL, IN, KS, KY, MO, NC, NE, NJ, OH, OR, PA, SC, TN, TX, VA