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Philip Brian Crawford

First Advisors National, LLC

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About Philip Brian Crawford

Philip Brian Crawford is a registered Investment Advisor Representative with First Advisors National, LLC. Philip has been in the financial services industry since 1999. Philip has a Series 63, 65, and 7 licenses. Philip holds an active registration in Texas. Philip's current and past employers include BFT Financial Group, LLC and World Choice Securities, Inc. Philip's primary business is farming and ranching and Philip also serves as an agent with various insurance companies.

Firm Information

Philip Crawford is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

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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percentage of assets

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

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other

Solicitor/endorsement fees

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Philip Crawford’s Registration & Firm History

TX

05/03/2019 - Present

First Advisors National, LLC (George West TX)

TX

01/28/2002 - 03/29/2019

BFT FINANCIAL GROUP, LLC (GEORGE WEST TX)

OH

01/01/1999 - 12/31/2001

WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 10/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Brian Crawford.
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