Robert CrawfordCRD Number: 1823030
Current Firm: Lpl Financial LLC
Robert Crawford (CRD# 1823030) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 29 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Lpl Financial LLC||Salt Lake City, UT||Dec 2012 - Current||5|
|Massmutual||Salt Lake City, UT||Jun 2004 - Dec 2012||8|
|Mml Investor Services||Salt Lake City, UT||Jun 2004 - Dec 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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)
- Educational seminars/workshops