BC
BC

Brent Wade Crawford

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
Loading...

Location

1831 North Trenton Street, Suite 1, Ruston, LA, 71270

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brent is an owner/agent at Crawford Financial Group, selling insurance since 1995, which takes more than full-time hours. He also owns real estate property through Crawford Property Holdings and works as an investment adviser representative at CreativeOne Wealth, LLC, dedicating more than full-time hours to this role.

Employment History
Current Registrations
Creativeone Wealth, LLC
January 2024 - Present · 2 yrs 1 mo
Creativeone Securities, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Securities America Advisors, INC.
November 2014 - February 2024 · 9 yrs 3 mos
Securities America, INC.Broker
November 2014 - February 2024 · 9 yrs 3 mos
Sunset Financial Services, INC.
October 2010 - November 2014 · 4 yrs 1 mo
Sunset Financial Services, INC.Broker
November 1997 - November 2014 · 17 yrs
State Registrations9 states
ARFLILKYLAMSNCSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.