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
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balboa Wealth Partners, Inc. | Newport Beach, CA | Apr 2022 - Current | 2 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
-
Total Assets Under Management661MILLIONS
-
Total Number of Accounts1,851ACCOUNTS
-
Average Account Value$357,094
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.