Jeremy Crawley is a registered investment advisor, based in Concord, NC, with 10 years of industry experience.
Location
5130 Poplar Tent Road, Concord, NC, 28026
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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
Jeremy works with State Employees' Credit Union as a registered representative, dedicating nearly all of his time to this role. He also works with SECU Life Insurance Company as an agent and Members Trust Company as a trust representative, spending minimal time on these activities.
Employment History
Current Registrations
Secu Brokerage ServicesBroker
Credit Union Investment Services
Previous Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
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.