Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patterson Crawford is an investment advisor representative at Colony Family Offices, LLC, based in Charlotte, NC. John is registered with the state of North Carolina and is a Certified Financial Planner. John's experience includes previous roles with Elliott Davis and Veritas School. In addition to John's work at Colony Family Offices, LLC, John is also the owner of CRAWFORD FINANCIAL, LLC, a consulting business that provides financial modeling services. John's expertise is in providing financial planning and portfolio management for both individuals and businesses.
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.
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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NC
01/12/2024 - Present
Colony Family Offices, LLC (CHARLOTTE NC)
Active
Inactive
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