Crawford Ulmer (CRD# 6748635) is an Investment Advisor Representative working at Ulmer Financial in Charlottesville, VA and has over 6 years of experience in the finance industry. Crawford Ulmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jefferson Park Baptist Church | Charlottesville, VA | Oct 2022 - Current | 1 |
| Ulmer Financial | Charlottesville, VA | Feb 2022 - Current | 2 |
| Private Advisor Group, LLC | Charlottesville, VA | Sep 2017 - Jan 2022 | 4 |
| Lpl Financial LLC | Charlottesville, VA | May 2017 - Jan 2022 | 4 |
| Virginia National Bank | Charlottesville, VA | May 2017 - Jan 2022 | 4 |
| Barrett-johnson & Associates | Charlottesville, VA | Jan 2017 - May 2017 | < 1 |
| University Of Virginia | Charlottesville, VA | Aug 2015 - May 2017 | 1 |
| Old Trail Golf Club | Crozet, VA | Aug 2014 - Nov 2016 | 2 |
| Csx | Jacksonville, FL | May 2016 - Jul 2016 | < 1 |
| Eggleston & Eggleston Pc | Roanoke, VA | Jun 2015 - Jul 2015 | < 1 |
| Piedmont Virginia Community College | Charlottesville, VA | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- VA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts35ACCOUNTS
-
Average Account Value$11,456
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
VA
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