Unclaimed
Dennis Crawford is a Registered Investment Advisor Representative at Diversified Consumer Planning. Dennis has been in the industry since 05/1974. Dennis has an active registration with the State of Michigan. Dennis is currently registered as an Investment Advisor Representative with Diversified Consumer Planning. Dennis's firm, Diversified Consumer Planning, manages approximately $11,914,501 in assets for 66 individuals. The firm provides portfolio management for individuals, and charges a percentage of assets for their services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
05/19/2011 - Present
Diversified Consumer Planning (MANCHESTER MI)
IA
Issued 05/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1975
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Dennis Crawford is the right advisor for you? Invested Better is here to help.