Corby Crawford (CRD# 2694262) is an Investment Advisor Representative working at Redwood Private Wealth in Fair Oaks Ranch, TX and has over 14 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 2996598
Wells Fargo Clearing Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Aug 2021 - Current | 1 |
| Redwood Tax Specialists | Mauldin, NC | Jan 2019 - Current | 4 |
| Cs Crawford Financial, Llc Dba Efficient Wealth Strategies | Beaumont, TX | Jun 2010 - Current | 12 |
| Ae Wealth Management, LLC | Topeka, KS | Dec 2018 - Aug 2019 | < 1 |
| Horter Investment Management, LLC | Cincinnati, OH | Sep 2016 - Dec 2018 | 2 |
| Ims Securities | Houston, TX | Mar 2013 - Sep 2016 | 3 |
| Corby Crawford Capital Advisors, LLC | Beaumont, TX | Apr 2011 - Dec 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- TX
-
Total Assets Under Management149MILLIONS
-
Total Number of Accounts982ACCOUNTS
-
Average Account Value$151,988
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.