Steven
Crawford

The Main Street Group

CRD#1147573
Investment Advisor
in Glen Allen, VA

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About this Advisor

Steven Crawford is a financial advisor based in Glen Allen, Virginia, working with The Main Street Group. Steven has previously held positions at Lpl Financial LLC, The Main Street Group, and Kestra Investment Services, LLC. Steven has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Steven is part of The Main Street Group, which operates out of Glen Allen, Virginia. The firm has 1 office and 13 employees. The firm manages assets totaling $324.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The Main Street Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4510 Cox Road Suite 102
Glen Allen, VA 23060

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The Main Street Group Brokerage Details

Total Assets Under Management

$324,929,397

VA Average: $1,835,309,194
Total Number of Employees

13

VA Average: 32
Total Number of Accounts

1,797

VA Average: 1,458
Average Account Size

$180,818

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Steven Crawford Work History

2017 - Present (7 years)

Kestra Investment Services, LLC

1995 - Present (29 years)

The Main Street Group

2006 - 2017 (11 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Steven 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 The Main Street Group

Robert Showalter
Glen Allen, VA
John Spiers
Glen Allen, VA
Thomas Love
Glen Allen, VA
Lisa Roccaforte
Glen Allen, VA
Craig Heah
Glen Allen, VA
Lawrence Grimes
Glen Allen, VA
Steven Crawford
Glen Allen, VA
Virginia Mylks
Glen Allen, VA

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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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.

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