BC
BC

Brian Crawford

28 Years of Experience
Tucson, AZ
Broker

Brian Crawford is a registered investment advisor at Wells Fargo Advisors, based in Tucson, AZ, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3573 E. Sunrise Drive Suite 225B, [Satellite], Tucson, AZ, 85718

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History

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.

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Other Business Activities

Brian has 50% ownership in Nally James PLLC and spends nearly full-time on this activity. He is also a trustee for Nally James 401k, dedicating minimal time, and an investment committee member for Rotary of Tucson, spending minimal time reviewing investment allocations.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2006 - January 2023 · 16 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
March 2006 - January 2023 · 16 yrs 10 mos
Morgan Stanley Dw INC.Broker
April 1997 - March 2006 · 8 yrs 11 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.