Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lawrence Crawford is a financial advisor with Fidelity Personal And Workplace Advisors. David has been in the financial services industry since July 2007. David is licensed to provide investment advice in Texas, Arkansas, California, Colorado, Florida, Louisiana, Massachusetts, Minnesota, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Washington. David's previous employers include J.P. Morgan Securities LLC, Chase Investment Services Corp., Edward Jones. David also owns and manages Jade Agave Real Estate Investments 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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
10/01/2012 - 04/20/2015
J.P. MORGAN SECURITIES LLC (CYPRESS TX)
TX
08/24/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KATY TX)
TX
05/24/2007 - 08/09/2010
EDWARD JONES (HOUSTON TX)
BOTH
Issued 06/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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