Ian Crawford (CRD# 6182229) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balboa Wealth Partners, Inc. | Newport Beach, CA | Apr 2022 - Current | 1 |
| Unemployed | Phoenix, AZ | Oct 2021 - Apr 2022 | < 1 |
| Jpmorgan Chase Bank Na | Scottsdale, AZ | Oct 2018 - Oct 2021 | 3 |
| Jpmorgan Securities LLC | Scottsdale, AZ | Oct 2018 - Oct 2021 | 3 |
| Jpmorgan Securities, LLC | Scottsdale, AZ | Mar 2013 - Oct 2018 | 5 |
| Jpmorgan Chase Bank | Scottsdale, AZ | Nov 2012 - Oct 2018 | 5 |
| Uber | Tempe, AZ | Oct 2015 - Jul 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
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Total Assets Under Management469MILLIONS
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Total Number of Accounts1,684ACCOUNTS
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Average Account Value$278,545
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, NJ, NV, NY, OR, TN, TX, UT, WA
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