Unclaimed
Chase Randolph Crump is a financial advisor who has been in the industry since 2007. He is currently registered with RFG Advisory, LLC, a firm with offices in VESTAVIA HILLS, AL, SHREVEPORT, LA, and NEW ROADS, LA. Chase has a broad range of experience and expertise in financial planning, pension consulting, and portfolio management. He is also a Certified Financial Planner. Chase previously worked with LPL FINANCIAL LLC and CAPITAL ONE INVESTMENT SERVICES LLC.
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.
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.
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.
1
2
LA
10/25/2018 - Present
RFG Advisory, LLC (Shreveport LA)
LA
04/29/2010 - 06/08/2018
LPL FINANCIAL LLC (SHREVEPORT LA)
LA
05/31/2008 - 04/06/2010
CAPITAL ONE INVESTMENT SERVICES LLC (SHREVEPORT LA)
LA
12/03/2007 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (SHREVEPORT LA)
LA
01/22/2007 - 12/05/2007
CHASE INVESTMENT SERVICES CORP. (SHREVEPORT LA)
BOTH
Issued 12/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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