Unclaimed
Michael J. Crews is a financial advisor with LPL Financial LLC, based in ALLEN, TX. Michael has been in the financial services industry since May 18, 2004 and has licenses in 31 states. Michael holds the Series 7, Series 24, and Series 66 licenses and is also a Certified Financial Planner. Michael previously worked at SECURITIES AMERICA, INC., located in GARLAND, TX. Michael is a Registered Representative with LPL Financial LLC, and a Registered Investment Advisor. Michael J. Crews is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/31/2011 - Present
LPL Financial LLC (ALLEN TX)
TX
05/19/2004 - 06/03/2011
SECURITIES AMERICA, INC. (GARLAND TX)
BOTH
Issued 09/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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