Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Crew is a financial professional with over 25 years of experience in the financial services industry. David is currently registered with LPL Financial LLC in Florida, Georgia, and Texas. David has held previous registrations with Securities America, Inc. and VeraVest Investments, Inc. David is a Chartered Financial Consultant and holds Series 6, 7, 63, and 65 licenses. David specializes in providing financial planning and investment advice to individuals, families, and businesses. David is committed to helping 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
03/30/2021 - Present
LPL Financial LLC (ATLANTA GA)
GA
12/01/2003 - 08/09/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
MA
12/05/1995 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 03/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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