Robert
Crawford
Great Valley Advisor Group, Inc
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About this Advisor
Robert Crawford is a certified financial planner based out of Pasadena, California with 2 years of relevant experience. Crawford is on the advisory team at Great Valley Advisor Group, Inc. Over the course of their career, Crawford has held roles at Cameron Thornton Associates, Robert Crawford Consulting Services, Cetera Advisor Networks LLC, U.S. Financial Advisors LLC, Lpl Financial LLC and Great Valley Advisor Group, Inc. Crawford has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Great Valley Advisor Group, Inc is a financial advisory business operating out of Wilmington, DE. The company has offices in 72 locations and a total of 146 people on staff. It oversees $5 billion in assets across its 21,345 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 21,345 customer accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Great Valley Advisor Group, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Great Valley Advisor Group, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Crawford Work History
Robert has been registered as a financial advisor for 2 years.*
Great Valley Advisor Group, Inc
Lpl Financial LLC
Robert Crawford Consulting Services
Cetera Advisor Networks LLC
U.S. Financial Advisors LLC
Cameron Thornton Associates
*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 Robert Crawford 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 Great Valley Advisor Group, Inc
Kutztown, PA
Waukesha, WI
Wilmington, DE
Boca Raton, FL
Doylestown, PA
Altoona, WI
Altoona, WI
Altoona, WI
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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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.
