Unclaimed
Thomas Dowd is an Investment Advisor Representative at Crawford Investment Counsel Inc. Thomas has been in the industry since 1998. Thomas is registered with the state of Georgia. Thomas has passed the Series 63, Series 66, and Series 7 exams. Thomas also holds the SIE license. The firm, Crawford Investment Counsel Inc., has a total of 4070 accounts, with $7,729,583,314 in assets under management. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, insurance companies, investment companies, and pension and profit sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
10/23/2020 - Present
Crawford Investment Counsel Inc. (ATLANTA GA)
GA
11/20/1998 - 07/02/2019
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
BOTH
Issued 05/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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