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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Crawford is an Investment Advisor Representative with Creativeone Wealth, LLC. Brent Crawford has been working in the financial services industry since 1997 and has a strong background in providing financial advice to individuals, corporations, and institutions. Brent Crawford has a Series 6, 7, 26, and 63 license. Brent Crawford specializes in working with high-net-worth individuals, corporations, and institutions. Brent Crawford's firm is located in Overland Park, Kansas and serves clients throughout the United States.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
LA
01/25/2024 - Present
Creativeone Wealth, LLC (Ruston LA)
LA
11/14/2014 - 02/01/2024
SECURITIES AMERICA, INC. (RUSTON LA)
LA
11/21/1997 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (RUSTON LA)
BC
Issued 06/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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