Unclaimed
Brian Crawford is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Brian has been in the financial services industry since April 1997 and has experience in providing financial advice to individuals, businesses, and institutional clients. Brian has been registered with Wells Fargo Advisors Financial Network, LLC since January 2023. Prior to joining Wells Fargo Advisors Financial Network, LLC, Brian worked at Wells Fargo Clearing Services, LLC and Morgan Stanley DW Inc. Brian holds the Series 7, Series 31, Series 63 and Series 65 licenses. He is also a registered Investment Adviser Representative (IAR) in Arizona, California, and Texas.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (TUCSON AZ)
AZ
03/17/2006 - 01/20/2023
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
AZ
04/21/1997 - 03/20/2006
MORGAN STANLEY DW INC. (TUCSON AZ)
IA
Issued 05/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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