MC
CFP
MC
CFP
Michael Crutchfield is a CFP-designated registered investment advisor, based in Charlotte, NC, with 26 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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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 →Other Business ActivitiesSells Insurance
Michael maintains life, accident & health insurance and annuity licenses, though he dedicates no time to them. He also owns commercial rental property, dedicating minimal time to it.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
February 2025 - Present · 1 yr 3 mos
Vanguard Advisers, INC.
February 2025 - Present · 1 yr 3 mos
Vanguard Marketing Corporation
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Cuso Financial Services, L.P.
November 2023 - November 2024 · 1 yr
Cuso Financial Services, L.P.Broker
October 2023 - November 2024 · 1 yr 1 mo
Advice and Planning Services
November 2016 - January 2023 · 6 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2014 - January 2023 · 8 yrs 4 mos
State Farm Investment Management CORP.
July 2008 - December 2008 · 5 mos
State Farm Vp Management CORP.Broker
July 2002 - February 2014 · 11 yrs 7 mos
Jackson National Life Distributors, INC.Broker
January 2002 - May 2002 · 4 mos
National Planning CorporationBroker
June 2000 - May 2002 · 1 yr 11 mos
Transamerica Securities Sales CorporationBroker
October 1998 - April 2000 · 1 yr 6 mos
John Hancock Mutual Life Insurance CompanyBroker
May 1996 - December 1996 · 7 mos
John Hancock Distributors, INC.Broker
May 1996 - December 1996 · 7 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.