David Crawford is a CFP-designated registered investment advisor, based in Lewiston, ID, with 26 years of industry experience.
Location
Lewiston, ID
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
David is a member of an investment club and a professional association, and owns rental property. He is also an advisory representative of a RIA and a volunteer ski patrol member, and owns Crawford Financial Planning, which focuses on insurance, benefits, and human resources.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Farmers Financial Solutions, LLCBroker
Investors Brokerage Services, INC.Broker
State Registrations6 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.