Unclaimed
Eric Crawford is a financial advisor registered with Kestra Advisory Services, LLC. Eric has been in the financial services industry since 1995. Eric is registered to provide investment advice in 53 states. Eric is also registered to provide investment advice in Arkansas and Texas. The advisor's areas of expertise include portfolio management for individuals and businesses, financial planning, and selection of other advisors. Eric is a registered representative of Kestra Investment Services, LLC, a registered broker-dealer.
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.
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.
1
2
TX
10/27/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MN
11/16/2015 - 08/03/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
MN
04/25/2012 - 08/03/2016
CETERA FINANCIAL SPECIALISTS LLC (SAINT CLOUD MN)
MN
07/06/2010 - 08/03/2016
CETERA ADVISOR NETWORKS LLC (SAINT CLOUD MN)
MN
07/06/2010 - 08/03/2016
CETERA ADVISORS LLC (SAINT CLOUD MN)
MN
01/16/1997 - 08/03/2016
CETERA INVESTMENT SERVICES LLC (SAINT CLOUD MN)
NE
11/05/2001 - 01/30/2002
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
MN
08/07/2001 - 11/06/2001
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
MN
08/07/2001 - 11/06/2001
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NE
04/20/2000 - 11/01/2001
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
WI
03/10/1995 - 11/13/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 10/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/27/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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