Unclaimed
Lloyd Vernon Crawford is a financial advisor with over 20 years of experience in the industry. Lloyd is currently registered as an Investment Advisor Representative with FCG Investment Co., located in Germantown, TN. Lloyd's previous experience includes positions at MID ATLANTIC CAPITAL CORPORATION, FINANCIAL TELESIS INC, LPL FINANCIAL LLC, MML INVESTORS SERVICES, INC., MANULIFE FINANCIAL SECURITIES LLC, PROEQUITIES, INC., and SECURITIES SERVICE NETWORK, INC. Lloyd specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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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2
TN
11/19/2020 - Present
FCG Investment Co. (GERMANTOWN TN)
TN
08/15/2014 - 11/06/2020
MID ATLANTIC CAPITAL CORPORATION (Germantown TN)
TN
01/09/2014 - 08/15/2014
FINANCIAL TELESIS INC (GERMANTOWN TN)
TN
01/04/2007 - 12/26/2013
LPL FINANCIAL LLC (GERMANTOWN TN)
MA
07/02/2002 - 05/03/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
01/09/2002 - 05/06/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
AL
01/12/2001 - 10/03/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
01/14/2000 - 12/31/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
TN
10/01/1998 - 12/31/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
02/02/1998 - 06/29/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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