Lloyd Crawford
Lloyd Crawford is a registered investment advisor at Fcg Investment Company, based in Germantown, TN, with 25 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 351 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable.
Fee Estimator
Location
9040 Garden Arbor Dr, Ste 206, Germantown, TN, 38138
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
Lloyd is a partner in Financial Consulting Group (FCG), which consults on and administers retirement plans and is involved with insurance sales; this takes nearly full-time. He is also a partner in FCG Realty, a commercial real estate venture, requiring minimal time, and is a lawyer who may offer clients advice or products.
Employment History
Current Registrations
Fcg Investment Company
Previous Registrations
Mid Atlantic Capital CorporationBroker
Mid Atlantic Financial Management, INC.
Financial Telesis INCBroker
Financial Telesis, INC.
Financial Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Manulife Financial Securities LLCBroker
Proequities, INC.Broker
Proequities, INC.Broker
Securities Service Network, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 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.