Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Nesbit is a financial advisor with over 19 years of experience in the financial industry. Crystal is registered with LPL Financial LLC and is also a registered Investment Advisor. Crystal has a broad range of experience working with various clients including individuals, families, and businesses. Crystal is committed to providing her clients with personalized financial advice and guidance. She is dedicated to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
12/20/2021 - Present
LPL Financial LLC (DECATUR GA)
TX
10/25/2019 - 03/09/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
07/26/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
12/13/2004 - 04/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
MN
12/13/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
10/21/2004 - 12/07/2004
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NJ
11/05/1999 - 10/29/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 11/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/27/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/06/2000
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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