Morgan
Crawford
Maryland Financial Group, Inc
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About this Advisor
Morgan Crawford is a certified financial planner working out of Mount Pleasant, South Carolina with a total of 2 years of relevant experience. Crawford is on the advisory team at Maryland Financial Group, Inc. Their career trajectory has included roles at Pm Financial Group, Compass Financial Group, The Ohio State University, Red Robin Gourmet Burgers, Northwestern Mutual, Cabela'S, Spartanburg Regional Healthcare System, Lpl Financial LLC and Maryland Financial Group, Inc Dba Coastal Wealth Management. Crawford has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in South Carolina. Maryland Financial Group, Inc is a financial advisory firm that has its headquarters in Rockville, MD. The company has offices in 18 locations and a total of 40 financial advisors. It handles $976 million in assets between its 3,666 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 3,666 accounts, 38% belong to high-net-worth clients who have more than $1 million in assets. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Maryland Financial Group, Inc most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$975,955,345
40
3,666
$266,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Morgan Crawford Work History
Morgan has been registered as a financial advisor for 2 years.*
Maryland Financial Group, Inc Dba Coastal Wealth Management
Lpl Financial LLC
Pm Financial Group
Compass Financial Group
Northwestern Mutual
The Ohio State University
Red Robin Gourmet Burgers
Cabela'S
Spartanburg Regional Healthcare System
*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 Morgan 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 Maryland Financial Group, Inc
Rockville, MD
Jacksonville, FL
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Rockville, MD
Rockville, MD
Lutherville Timonium, MD
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.
