Lorraine Crawford, financial advisor Westlake Village CA

Lorraine Crawford

CRD Number: 5287263
Current Firm: Western International Securities

Lorraine Crawford (CRD# 5287263) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Aug 2018 - Current 5
City National Securities, Inc. Westlake Village, CA Jul 2015 - Jul 2018 3
Wells Fargo Advisors, LLC Westlake Village, CA Jan 2011 - Jul 2015 4
Wells Fargo Bank Woodland Hills, CA Mar 2003 - Jul 2015 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Lorraine C. Crawford
Phone Number: (888) 793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,480
    MILLIONS
  • Total Number of Accounts
    12,253
    ACCOUNTS
  • Average Account Value
    $283,980
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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