linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Scott Crutchfield

Waypoints Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Scott Crutchfield

Thomas Crutchfield is an investment advisor representative with Waypoints Financial. Thomas has been in the industry since 2001, previously working with WFG INVESTMENTS, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., WACHOVIA SECURITIES, LLC, and A. G. EDWARDS & SONS, INC. Thomas specializes in providing financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Thomas Crutchfield is currently registered with Waypoints Financial. Waypoints Financial is a registered investment advisor headquartered in Sebring, Florida. The firm manages approximately $114,692,729 in assets for 614 clients, primarily individuals and charitable organizations. Their services include financial planning and portfolio management.
Waypoints Financial

149 EAST CENTER AVENUE

SEBRING, FL 33870

$114.69M

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Crutchfield’s Registration & Firm History

FL

03/23/2012 - Present

Waypoints Financial (SEBRING FL)

FL

06/29/2011 - 03/31/2017

WFG INVESTMENTS, INC. (SEBRING FL)

FL

03/02/2009 - 07/22/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (SEBRING FL)

FL

01/01/2008 - 03/03/2009

WACHOVIA SECURITIES, LLC (SEBRING FL)

FL

09/07/2001 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SEBRING FL)

NY

03/12/1997 - 10/26/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Thomas Scott Crutchfield is right for you?

Licenses & Designations

IA

Issued 04/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Thomas Scott Crutchfield. Review regulatory record here.
Not sure if Thomas Scott Crutchfield is right for you?