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Marjorie Kelly Scanlon

Crawford Investment Counsel Inc.

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About Marjorie Kelly Scanlon

Marjorie Scanlon is an investment advisor representative who has been in the industry since 1995. Marjorie is currently registered with Crawford Investment Counsel Inc. in Atlanta, Georgia. Marjorie has a long history of working with clients including high net worth individuals, corporations, and charitable organizations.

Firm Information

Marjorie Scanlon is currently registered with Crawford Investment Counsel Inc.. Crawford Investment Counsel Inc. is an investment advisor based in Atlanta, Georgia with over $7.7 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and charitable organizations. They also offer wrap fee programs and specialize in managing assets for high-net-worth individuals.
Crawford Investment Counsel Inc.

600 GALLERIA PARKWAY, SE

ATLANTA, GA 30339

$7.73B

Assets Under Management

20

Total Clients

21

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Marjorie Scanlon’s Registration & Firm History

GA

06/15/2023 - Present

Crawford Investment Counsel Inc. (ATLANTA GA)

DE

04/05/2007 - 08/02/2007

WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)

GA

12/12/2005 - 06/20/2006

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

GA

05/11/1999 - 04/19/2005

AMVESCAP SERVICES, INC. (ATLANTA GA)

GA

11/26/1996 - 03/12/1999

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

IL

11/17/1995 - 11/06/1996

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 11/16/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marjorie Kelly Scanlon.
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