Glori
Crumpley
Davies Financial Advisors, Inc
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About this Advisor
Glori Crumpley is a financial advisor based out of Murrieta, California with a total of 1 year of relevant experience. Crumpley is an employee of Davies Financial Advisors, Inc. During their career, the advisor has held roles at Financial Management Network, Inc, Fmn Capital Corporation, Gramercy Securities, Inc, Optivest, Inc, Wmbc, Triad Advisors, Ameriprise Financial Services, Inc, Gc Consulting and Davies Financial Advisors. Crumpley has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to operate in California and Texas. Davies Financial Advisors, Inc is a firm based out of Murrieta, CA. It handles $119 million in total assets among its 182 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 182 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in investable assets. Davies Financial Advisors, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on which service is provided. Fee types billed by Davies Financial Advisors, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davies Financial Advisors, Inc Brokerage Details
$118,478,524
7
182
$650,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Glori Crumpley Work History
Glori has been registered as a financial advisor for 1 years.*
Davies Financial Advisors
Gc Consulting
Wmbc
Triad Advisors
Ameriprise Financial Services, Inc
Gramercy Securities, Inc
Optivest, Inc
Financial Management Network, Inc
Fmn Capital Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Glori Crumpley 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 Davies Financial Advisors, Inc
Murrieta, CA
Murrieta, CA
Murrieta, CA
Murrieta, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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