Crescent Advisor Group, Inc.
Crescent Advisor Group, Inc. (CRD# 115974) is a financial advisory firm headquartered in Plano, TX. They manage $240,686,137 in 439 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management241MILLION
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Total Number of Accounts439ACCOUNTS
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Average Account Value$548,260
- A percentage of assets under your management
- 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)
CA, CO, FL, GA, IL, IN, NH, TX
Richard Adkisson (CRD# 5123971) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 18 years of experience in the finance industry.
Blake Bergstrom (CRD# 4651418) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 20 years of experience in the finance industry.
Tyler Castle (CRD# 6595502) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 7 years of experience in the finance industry.
Victor Dimaggio (CRD# 2539385) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Schererville, IN and has over 29 years of experience in the finance industry.
Travis Duren (CRD# 1589445) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 30 years of experience in the finance industry.
David Evaul (CRD# 5057822) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 19 years of experience in the finance industry.
Hatley Harrell (CRD# 4594137) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Lubbock, TX and has over 21 years of experience in the finance industry.
Kenneth Hast (CRD# 6382578) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 9 years of experience in the finance industry.
Terry Hill (CRD# 809232) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 41 years of experience in the finance industry.
Bradley Phelan (CRD# 6680951) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 7 years of experience in the finance industry.