Wayland Crutchfield is a CFP-designated registered investment advisor, based in Apex, NC, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management.
Location
2201 Candun Drive, Suite 203, Apex, NC, 27523
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Crutchfield Advisors, INC
January 2015 - Present · 11 yrs 7 mos
Previous Registrations
Carolina Financial Advisors, INC.
January 2012 - January 2015 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Banc of America Investment Services, INC.
February 2000 - March 2006 · 6 yrs 1 mo
State Registrations1 state
NC
Advisor
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Exams
No exam information available for this advisor.