Morgan Crawford (CRD# 6483087) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 5 years of experience in the finance industry. Morgan Crawford 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# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Maryland Financial Group, Inc. Dba Coastal Wealth Management | Mount Pleasant, SC | Sep 2021 - Current | 2 |
Lpl Financial LLC | Mount Pleasant, SC | Oct 2017 - Current | 6 |
Unemployed | Cary, NC | Aug 2017 - Oct 2017 | < 1 |
Pm Financial Group | Dublin, OH | May 2016 - Aug 2017 | 1 |
Compass Financial Group | Dublin, OH | Sep 2015 - May 2016 | < 1 |
The Ohio State University | Columbus, OH | Jun 2014 - May 2016 | 1 |
Red Robin Gourmet Burgers | Columbus, OH | Feb 2014 - Apr 2016 | 2 |
Northwestern Mutual | Columbus, OH | May 2015 - Sep 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- SC
-
Total Assets Under Management1,112MILLIONS
-
Total Number of Accounts3,859ACCOUNTS
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Average Account Value$288,261
- 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
CA, DC, DE, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA
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