Paul Crawford
Paul Crawford is a registered investment advisor at LPL Financial LLC, based in San Ramon, CA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2010 Crow Canyon Pl Ste 100, San Ramon, CA, 94583
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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
Paul is an agent for non-variable insurance through Unique Planning (S Corp), spending about a quarter of his time selling group benefits. He also provides investment advisory services through Strategic Wealth Advisors Group, LLC, dedicating nearly full-time hours to this activity, and operates Unique Planning Insurance Solutions LLC dba UP Benefits Insurance Solutions, spending a few hours per week selling group benefits.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations16 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.