Thomas Crutchfield (CRD# 2846546) is an Investment Advisor Representative working at Waypoints Financial in Sebring, FL and has over 27 years of experience in the finance industry.
CRD# 5181019
Raymond James Financial Services Advisors, Inc.
CRD# 2980214
Equitable Advisors, LLC
CRD# 4274602
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waypoints Financial LLC | Sebring, FL | Mar 2009 - Current | 15 |
| Wfg Investments Inc. | Sebring, FL | Jun 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
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- FL
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Total Assets Under Management115MILLIONS
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Total Number of Accounts614ACCOUNTS
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Average Account Value$186,796
- 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
- Pension consulting services
FL, TX
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