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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Crawford is a financial advisor with LPL Financial LLC, based in San Ramon, CA. Paul has been in the financial services industry since 2004. Paul has a broad range of experience and expertise in providing financial advice and investment management services to individuals, families, and businesses. Paul is also registered as an Investment Advisor Representative with Mariner Independent.
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.
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2
CA
03/13/2020 - Present
LPL Financial LLC (SAN RAMON CA)
CA
01/28/2016 - 02/04/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMPBELL CA)
CA
09/08/2006 - 02/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (PLEASANTON CA)
CA
06/15/2004 - 09/13/2006
WOODBURY FINANCIAL SERVICES, INC. (SAN RAMON CA)
IA
Issued 03/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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