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Trenton Crawford

24 Years of Experience
Monroe, LA
BrokerSells Insurance

Trenton Crawford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monroe, LA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1411 North 19th Street, Monroe, LA, 71201

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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 ActivitiesSells Insurance

Trenton works at Progressive Bank providing financial services to clients and dedicates about half of his time to this. He also dedicates about half his time as an advisor at Progressive Financial Advisors, and spends a few hours per week providing insurance products for clients through Progressive Financial Advisors LLC.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2015 - Present · 11 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Edward JonesBroker
July 2009 - January 2015 · 5 yrs 6 mos
Edward Jones
July 2009 - January 2015 · 5 yrs 6 mos
Chase Investment Services CORP.Broker
July 2006 - July 2009 · 3 yrs
Chase Investment Services CORP.
July 2006 - July 2009 · 3 yrs
Capital One Investments, LLCBroker
February 2005 - July 2006 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
July 2003 - January 2005 · 1 yr 6 mos
Diesel Energy International, L.L.C.Broker
May 2002 - August 2002 · 3 mos
Fidelity Brokerage Services LLCBroker
January 2001 - June 2002 · 1 yr 5 mos
State Registrations19 states
ALARCACOFLGALAMEMOMSNCNENYOHOKTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.