David
Behel

Crews & Associates, Inc

CRD#4417626
Investment Advisor
in Searcy, AR

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About this Advisor

David Behel is a financial advisor based in Searcy, Arkansas, working with Crews & Associates, Inc. David has previously held a position at Crews & Associates. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas. Currently, David is part of Crews & Associates, Inc, which operates out of Searcy, Arkansas. The firm has 9 offices and 130 employees. The firm manages assets totaling $112.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Crews & Associates, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

314 N. Spring Street P. O. Box 1009
Searcy, AR 72145

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Crews & Associates, Inc Brokerage Details

Total Assets Under Management

$112,401,625

AR Average: $880,205,985
Total Number of Employees

130

AR Average: 42
Total Number of Accounts

270

AR Average: 1,714
Average Account Size

$416,302

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

David Behel Work History

2004 - Present (20 years)

Crews & Associates

Disclosures

Please visit the SEC profile of David Behel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Crews & Associates, Inc

Jason Jennings
Little Rock, AR
James Gould
Little Rock, AR
Jacob Roberts
Little Rock, AR
Mark Counts
Little Rock, AR
William Harper
Little Rock, AR
James Liles
Searcy, AR
Anthony Brainerd
Mountain Home, AR
Spencer Stone
Little Rock, AR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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