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David Robert Bockel

Crawford Investment Counsel Inc.

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About David Robert Bockel

David Robert Bockel is a financial advisor at Crawford Investment Counsel Inc. David is a Certified Financial Planner and has over 20 years of experience in the financial industry. David has a proven track record of success in providing financial advice to individuals, families, and businesses. David specializes in providing financial planning, portfolio management, and investment advisory services. David's primary focus is on providing a personalized, comprehensive approach to financial planning. David is committed to helping clients achieve their financial goals. David has a strong understanding of the financial markets and a deep commitment to helping his clients make informed investment decisions.

Firm Information

David Bockel is currently registered with Crawford Investment Counsel Inc.. Crawford Investment Counsel Inc. is an investment advisor based in Atlanta, Georgia with over $7.7 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and charitable organizations. They also offer wrap fee programs and specialize in managing assets for high-net-worth individuals.
Crawford Investment Counsel Inc.

600 GALLERIA PARKWAY, SE

ATLANTA, GA 30339

$7.73B

Assets Under Management

20

Total Clients

21

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Bockel’s Registration & Firm History

GA

10/24/2022 - Present

Crawford Investment Counsel Inc. (ATLANTA GA)

GA

11/16/2009 - 10/24/2016

ALPS DISTRIBUTORS, INC. (NORCROSS GA)

OH

12/08/2000 - 11/13/2009

IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Robert Bockel.
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