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AK

Alan W. Kirchner

CRAWFORD INVESTMENT COUNSEL
PONTE VEDRA BEACH, FL
Some features on this profile are disabled
CRD#: 1001810
AK

Professional summary

Alan Willard Kirchner, who also goes by Al Kirchner Jr, Al Kirchner, Alan Willard Kirchner Jr, is a registered financial advisor currently at CRAWFORD INVESTMENT COUNSEL INC located in Ponte Vedra Beach, Florida.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Alan has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 3, Series 5 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Al Kirchner Jr | Al Kirchner | Alan Willard Kirchner Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Willard Kirchner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 13, 2015 - Present

CRAWFORD INVESTMENT COUNSEL INC

RIA
CRD#: 110271
PONTE VEDRA BEACH, FL
Past

September 13, 2005 - March 2, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PONTE VEDRA, FL
Past

September 2, 2005 - March 2, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PONTE VEDRA, FL
Past

December 19, 2003 - September 23, 2005

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

April 29, 1985 - March 4, 1998

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

April 2, 1982 - April 17, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

September 22, 1981 - February 12, 1982

EDWARD JONES

BD
CRD#: 250

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CRAWFORD INVESTMENT COUNSEL INC
CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA
Registered Investment Advisory firm - (10/15/1980 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/13/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/20/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/4/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 6/14/1990
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 5
Date: 4/27/1982
Interest Rate Options Examination
Principal/Supervisory Exam
RR
Series 8
Date: 8/6/1985
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CI
CRAWFORD INVESTMENT COUNSEL INC
CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA
Registered Investment Advisory firm - (10/15/1980 Approved)
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Contact information

Main Address
600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339
Mailing Address
Phone number
(770) 859-0045
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CRAWFORD INVESTMENT COUNSEL FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,043
AUM (Assets Under Management)$ 8,494,589,824

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271Ponte Vedra Beach, FL

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