Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Crawford is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC and has previously held positions with MML Investors Services, LLC, Park Avenue Securities LLC, and Guardian Investor Services Corporation. Robert has a wide range of experience in financial planning, portfolio management, and insurance sales. He holds a Chartered Financial Consultant designation and is also a registered representative with FINRA. Robert is committed to providing his clients with personalized financial advice and guidance to help them 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.
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2
UT
12/18/2012 - Present
LPL Financial LLC (MIDVALE UT)
UT
06/02/2004 - 12/19/2012
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
NY
05/03/1999 - 06/14/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/18/1988 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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