Terry Crawford, financial advisor Shelton CT

Terry Crawford

CRD Number: 6457662
Current Firm: Procyon Advisors, LLC

Terry Crawford (CRD# 6457662) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 7 years of experience in the finance industry. Terry Crawford 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.

Similar Advisors
Charles Green, financial advisor Shelton CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Anthony Leonardi, financial advisor Shelton CT
Anthony M. Leonardi
CRD# 2626796
Lincoln Financial Advisors Corporation
Similar Advisors
Grace Toh, financial advisor Shelton CT
Grace Y. Toh
CRD# 1483428
Abbington Investment Group, LLC
Professional Designations
Company Name Location Dates Years
Procyon Advisors, LLC Chesapeake, VA May 2021 - Current 2
Pivotal Planning Group Virginia Beach, VA Dec 2019 - May 2021 1
Regent University Virginia Beach, VA Sep 2017 - May 2021 3
America's Auto Auction Virginia Beach, VA May 2019 - Oct 2019 < 1
Tull Financial Group, Inc. Chesapeake, VA Sep 2004 - Jul 2018 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Terry L. Crawford
Phone Number: (475) 232-2704
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    6,279
    MILLIONS
  • Total Number of Accounts
    4,077
    ACCOUNTS
  • Average Account Value
    $1,540,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.