Glenn Crawford
Glenn Crawford is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2555 Townsgate Rd Ste 300, Ste. 300, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Employment Separation After Allegations
March 1994Other Business ActivitiesSells Insurance
Glenn is an agent for accident & health, life, and variable insurance. He also operates Crawford Wealth Management LLC as a DBA for his securities business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Royal Alliance Associates, INC.Broker
Ba Investment Services, INC.Broker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Century Financial Securities, INC.Broker
Brennan Ross Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.