Corby Crawford, financial advisor Fair Oaks Ranch TX

Corby Crawford

CRD Number: 2694262
Current Firm: Redwood Private Wealth

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.

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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
Contact Info for Corby S. Crawford
Phone Number: 480-646-3504
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    982
    ACCOUNTS
  • Average Account Value
    $151,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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