Chase Crump (CRD# 5022650) is an Investment Advisor Representative working at Rfg Advisory, LLC in Shreveport, LA and has over 13 years of experience in the finance industry. Chase Crump has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1507407
Adkins Seale Capital Management LLC
CRD# 2445840
Edward Jones
CRD# 2283016
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Shreveport, MO | Jun 2018 - Current | 5 |
| Rfg Advisory | Birmingham, AL | Apr 2015 - Current | 9 |
| Williams Financial Advisors | Shreveport, LA | Apr 2010 - Current | 14 |
| Lpl Financial, LLC | Shreveport, LA | Apr 2010 - Jun 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
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- LA
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
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