Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Lynne Bridgforth is a financial advisor with over 20 years of experience in the industry. Crystal is registered with Wells Fargo Clearing Services, LLC, and holds Series 7, 9, 10, 63, and 65 licenses. Crystal has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Crystal's previous experience includes roles at RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, and Scott & Stringfellow, Inc. Crystal is committed to building long-term relationships with clients and helping them 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.
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.
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2
VA
01/16/2015 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
VA
03/13/2009 - 02/09/2015
RBC CAPITAL MARKETS, LLC (RICHMOND VA)
VA
02/17/2006 - 03/13/2009
FERRIS, BAKER WATTS, LLC (RICHMOND VA)
VA
07/25/2000 - 03/07/2006
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 03/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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