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MC

Michael E. Crabtree

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CRD#: 2016852
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Ervin Crabtree was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1989. Michael had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 7, 2008 - December 31, 2012

CRABTREE ADVISORY GROUP, INC.

RIA
CRD#: 122453
MOBILE, AL
Past

September 21, 1998 - October 27, 2000

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

August 10, 1995 - December 31, 2007

CRABTREE ADVISORY GROUP, INC.

RIA
CRD#: 122453
MOBILE, AL
Past

August 27, 1993 - October 1, 1998

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

December 20, 1989 - August 17, 1993

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 20, 1989 - August 17, 1993

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/11/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/1998
General Securities Principal Examination

Current Firm


CA
CRABTREE ADVISORY GROUP, INC.
CRABTREE ADVISORY GROUP, INC. | CRABTREE, MCCARRON & KANT ASSET MANAGEMENT, INC.

CRD#: 122453 / SEC#:

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Contact information


Main Address
Mobile, AL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


CRABTREE ADVISORY GROUP, INC.

CRD#: 122453

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