Terry
Crawford
Procyon Advisors, LLC
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About this Advisor
Terry Crawford is a financial advisor based in Shelton, Connecticut, working with Procyon Advisors, LLC. Terry has previously held positions at Tull Financial Group, Inc, America's Auto Auction, Pivotal Planning Group, Regent University, and Procyon Advisors, LLC. Terry has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Terry is part of Procyon Advisors, LLC, which operates out of Shelton, Connecticut. The firm has 5 offices and 41 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Procyon Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Procyon Advisors, LLC Brokerage Details
$6,278,719,354
41
4,077
$1,540,034
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Terry Crawford Work History
Procyon Advisors, LLC
America'S Auto Auction
Pivotal Planning Group
Regent University
Tull Financial Group, Inc
Disclosures
Please visit the SEC profile of Terry 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 Procyon Advisors, LLC
Shelton, CT
Melville, NY
Melville, NY
Shelton, CT
Shelton, CT
Melville, NY
Shelton, CT
Shelton, CT
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