MC
CFP
MC
CFP

Michael Loyd Crabb

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$544K average
Assets Under Management
$643.6M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

1104 Kenilworth Drive, Suite 500, Towson, MD, 21204

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael is a notary, spends minimal time with Crump Insurance Associates selling non-variable insurance, and dedicates full-time hours to SFG Wealth Management LLC as an IAR. SFG Wealth Management is an independent investment advisor firm, separate from LPL Financial.

Employment History
Current Registrations
Sfg Wealth Management
December 2016 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
May 2012 - Present · 13 yrs 9 mos
Previous Registrations
LPL Financial LLC
April 2017 - May 2017 · 1 mo
LPL Financial LLC
May 2012 - April 2017 · 4 yrs 11 mos
Edward Jones
January 2008 - February 2012 · 4 yrs 1 mo
Edward JonesBroker
November 2007 - February 2012 · 4 yrs 3 mos
State Registrations11 states
COFLGAMDNCNMNYOHPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.