Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Crowder is a financial professional with over 20 years of experience in the financial services industry. David is currently registered with Charles Schwab & Co., Inc. and has been with the firm since July 2012. David has also previously worked with Ameriprise Financial Services, Inc., Chase Investment Services Corp., WAMU Investments, Inc., AFS Brokerage, Inc., and Joseph Stevens & Company, Inc. David holds Series 4, 7, 9, 10, 24, 53, 63, and 65 licenses. David is also a registered Investment Advisor Representative in Colorado. David offers financial planning and investment management services to individual clients and provides a wrap fee program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
09/06/2012 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MN
12/16/2009 - 07/05/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CA
05/02/2009 - 07/31/2009
CHASE INVESTMENT SERVICES CORP. (IRVINE CA)
CA
02/18/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
TX
07/13/2004 - 02/22/2005
AFS BROKERAGE, INC. (AUSTIN TX)
NY
04/16/2002 - 09/03/2002
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
05/20/1999 - 11/28/2000
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
IA
Issued 12/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/31/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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