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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal McMahon is a financial advisor with Arrowroot Family Office, LLC. Crystal has been in the industry since 2003 and holds Series 7, 63, 65, and 66 licenses. Crystal is also a Certified Financial Planner. Crystal's experience includes working at KMS Financial Services, Inc., UBS Financial Services Inc., and VALIC Financial Advisors, Inc.. Crystal is licensed to provide financial advice in Texas, Washington, and Michigan. Crystal has been providing financial advice since 2003.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/08/2023 - Present
Arrowroot Family Office, LLC (MARINA DEL REY CA)
WA
07/01/2020 - 10/29/2020
KMS FINANCIAL SERVICES, INC. (Olalla WA)
WA
03/10/2006 - 07/24/2006
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
TX
10/07/2003 - 03/23/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 12/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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