David
Bockel
Crawford Investment Counsel Inc
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About this Advisor
David Bockel is a certified financial planner working out of Atlanta, Georgia who has 1 year of industry experience. Bockel is an employee of Crawford Investment Counsel Inc. Throughout their career, Bockel has worked at Alps Distributors, Inc, Crawford Investment Counsel, Inc, Caldwell & Orkin, Inc, Old Ivy Asset Management, LLC and Resource Planning Group, LTD. Bockel has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Crawford Investment Counsel Inc is a company based out of Atlanta, GA. It controls $7 billion in assets under management among its 3,931 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 33 charitable organizations. Of its 3,931 accounts, 50% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fee schedules depend on the services offered. However, fees billed by Crawford Investment Counsel Inc likely consist of some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crawford Investment Counsel Inc Brokerage Details
$7,382,736,567
53
3,931
$1,878,081
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
David Bockel Work History
David has been registered as a financial advisor for 1 years.*
Crawford Investment Counsel, Inc
Resource Planning Group, LTD
Old Ivy Asset Management, LLC
Alps Distributors, Inc
Caldwell & Orkin, Inc
*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 David Bockel 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 Crawford Investment Counsel Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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.
