Philip Crawford
Philip Crawford is a registered investment advisor at First Advisors National, LLC, based in George West, TX, with 27 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M 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 | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
1003 Austin St, Box 310, George West, TX, 78022
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
Philip is involved in farming and ranching through AG Production and Philip B. Crawford Co., an accounting/tax service, and also works as an agent with various insurance companies selling fixed insurance products. Each of these activities takes about 10-20% of his time and are not investment related.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Bft Financial Group, LLC
Professional Partners Corporation
Professional Partners Corporation
Bft Financial Group, LLCBroker
World Choice Securities, INC.Broker
State Registrations1 state
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.