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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Crawford is a financial advisor with HBW Advisory Services LLC and has been in the industry since 1987. Jeff is registered with the state of California for investment advisory services. Jeff also has an active registration with the state of Idaho and a resident registration with the state of Texas for investment advisory services. Jeff is a specialist in providing financial guidance to individuals and businesses, including retirement planning, investment management, and insurance products. Jeff is committed to building long-term relationships with clients and providing personalized financial advice. Jeff is also a registered insurance agent.
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.
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.
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.
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CA
04/16/2020 - Present
HBW Advisory Services LLC (SIMI VALLEY CA)
ID
06/26/2017 - 12/05/2023
CETERA ADVISOR NETWORKS LLC (BOISE ID)
CA
01/11/2006 - 07/24/2017
HBW SECURITIES LLC (CHICO CA)
TX
05/26/2004 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
GA
10/19/1987 - 05/26/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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