Peter
Crabtree

First Advisors National, LLC

CRD#6167414
Investment Advisor
in Libertyville, IL

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About this Advisor

Peter Crabtree is a financial advisor based in Libertyville, Illinois, working with First Advisors National, LLC. Peter has previously held positions at The Tranel Financial Group, Money Concepts Capital Corp, Infinex Investments, Inc, Prosperity Economics Partners LLC, and Paradigm Life Insurance Company. Peter has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Peter is part of First Advisors National, LLC, which operates out of Libertyville, Illinois. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

Libertyville, IL

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

IL Average: $3,570,121,308
Total Number of Employees

70

IL Average: 58
Total Number of Accounts

4,892

IL Average: 1,608
Average Account Size

$91,633

IL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Peter Crabtree Work History

2020 - Present (4 years)

Paradigm Life Insurance Company

2020 - 2021 (1 year)

Prosperity Economics Partners LLC

2014 - 2020 (6 years)

Infinex Investments, Inc

2013 - 2014 (1 year)

The Tranel Financial Group

2013 - 2014 (1 year)

Money Concepts Capital Corp

Disclosures

Please visit the SEC profile of Peter Crabtree 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 First Advisors National, LLC

Elwood Chambers
Crossville, TN
Michael Schessler
Chicago, IL
William Goaslind
Phoenux, AZ
Brendan Houlihan
Palos Heights, IL
Jeremy Vaught
Apache Junction, AZ
George Nickels
Flowery Branch, GA
Peter Crabtree
Libertyville, IL
Jose Hernandez-Gomez
Long Beach, CA

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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