Charles Crabill, financial advisor South Bend IN

Charles Crabill

CRD Number: 1612437
Current Firm: Walter & Keenan Finanical Consulting Co

Charles Crabill (CRD# 1612437) is an Investment Advisor Representative working at Walter & Keenan Finanical Consulting Co in South Bend, IN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Self-employed South Bend, IN Feb 2007 - Current 12
Wells Fargo Investments LLC South Bend, IN Oct 2001 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Charles M. Crabill
Phone Number: 574-287-5977
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    441
    MILLIONS
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $2,298,137
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IN, MI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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