Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crutchfield is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Vanguard Advisers, Inc. as a Registered Representative and Investment Advisor Representative. Michael holds the Series 6, 7, 63 and 66 licenses as well as the SIE certification. Michael has a strong background in financial planning, portfolio management and selection of other advisors. Michael has served as a financial professional for a number of firms, including TIAA-CREF Individual & Institutional Services, LLC, State Farm VP Management Corp., Jackson National Life Distributors, Inc., National Planning Corporation, Transamerica Securities Sales Corporation, John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. Michael holds the designation of Certified Financial Planner.
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.
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.
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2
NC
02/06/2025 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
09/22/2014 - 01/06/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Charlotte NC)
IL
07/12/2002 - 02/21/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TN
01/17/2002 - 05/17/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
06/29/2000 - 05/17/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
10/21/1998 - 04/24/2000
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
MA
05/31/1996 - 12/31/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/31/1996 - 12/31/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 11/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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