Unclaimed
Crawford McGill is a financial advisor with Ameriprise Financial Services, LLC. Crawford has been in the financial services industry since January 14, 2002. Crawford is registered as a registered representative with FINRA, and as an investment advisor representative with the state of Texas. Crawford holds the Series 7, Series 66, and SIE licenses. Crawford is also registered to sell securities in 38 states. Crawford works with individuals, high-net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Crawford specializes in portfolio management for businesses and individuals, financial planning, asset allocation services, pension consulting, and educational seminars. Crawford provides financial advice and investment management services through Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a full-service financial services firm that provides investment, financial planning, and insurance services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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.
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2
TX
01/15/2002 - Present
Ameriprise Financial Services, LLC (Houston TX)
MN
04/29/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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