Brent Crawford
Brent Crawford is a registered investment advisor at Creativeone Wealth, LLC, based in Ruston, LA, with 28 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.
Fee Estimator
Location
1831 North Trenton Street, Suite 1, Ruston, LA, 71270
Get directionsHistory
Regulatory History
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
Creativeone Securities, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
State Registrations9 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.
Exams
More Advisors
- Byron Moore, CFPArgent Advisors, INC.
- William Smith, CFP, ChFCRaymond James & Associates, INC.
- Matthew Moore, CFPArgent Advisors, INC.