Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Ann Crichton is a registered investment advisor with Axxcess Wealth Management, LLC. Lois has over 20 years of experience in the financial services industry. Lois is a licensed Series 7 and 63 representative and holds a Series 65. Lois has specialized experience in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Prior to joining Axxcess Wealth Management, LLC, Lois was employed by Wells Fargo Clearing Services, LLC and First Union Capital Markets Corp.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WV
01/07/2022 - Present
Axxcess Wealth Management, LLC (Charleston WV)
WV
05/10/2000 - 08/06/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON WV)
NC
09/24/1992 - 09/10/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 06/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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