Timothy G. Crawford

TIM CRAWFORD CPA

Bridgeport, MI 48722

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CRD#: 2075488

Professional summary

Timothy Gerard Crawford, CFP®, ChFC®, CLU®, who also goes by Tim Crawford, is a registered financial advisor currently at TIM CRAWFORD CPA located in Bridgeport, Michigan.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Estate Planning

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Tim Crawford

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.

TIM CRAWFORD, CPA, PC, 6340 JUNCTION ROAD, BRIDGEPORT, MI 48722. NON INVESTMENT RELATED. PRESIDENT SINCE 01/2001, 200 HOURS PER MONTH. TAX PREP AND ACCOUNTING. LIFE INSURANCE, ANNUITY SALES POSITION: REGISTERED REPRESENTATIVE NATURE: LIFE INSURANCE AND ANNUITY SALES INVESTMENT RELATED: YES HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 06/01/2011 ADDRESS: 6340 JUNCTION RD, BRIDGEPORT MI 48722 DESCRIPTION: SALES OF LIFE INSURANCE AND ANNUITIES. REAL ESTATE PROPERTY/RENTAL POSITION: Owner NATURE: Mini storage rentals. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 6340 Junction Rd, Bridgeport MI 48722 DESCRIPTION: Collect rental income.Maintain property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Gerard Crawford's 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®

CFP^®

Certified Financial Planner

Start date: 2010

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 7, 2019 - Present

TIM CRAWFORD CPA

Office #1: 6340 Junction Rd, Bridgeport, MI 48722

RIA

CRD#: 299079

Bridgeport, MI

Past

May 21, 2010 - January 2, 2019

GWN SECURITIES INC.

RIA

CRD#: 128929

BRIDGEPORT, MI

Past

April 1, 2010 - January 2, 2019

GWN SECURITIES INC.

CRD#: 128929

BRIDGEPORT, MI

Past

August 3, 2005 - November 19, 2007

LINCOLN INVESTMENT

RIA

CRD#: 519

BRIDGEPORT, MI

Past

August 3, 2005 - April 6, 2010

LINCOLN INVESTMENT

CRD#: 519

BRIDGEPORT, MI

Past

October 4, 2001 - June 17, 2005

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

July 19, 1990 - January 20, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

July 19, 1990 - January 20, 1998

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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

Michigan
(1/7/2019)

IAR

Texas
(2/21/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/3/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/3/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TIM CRAWFORD CPA

TIM CRAWFORD CPA | TIM CRAWFORD, C.P.A., P.C.

CRD#: 299079 / SEC#:

Michigan

Registered Investment Advisory firm - (10/15/2018 Approved)

Texas

Registered Investment Advisory firm - (2/19/2020 Conditional Restricted)

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Contact information

Main Address

6340 Junction Rd, Bridgeport, MI 48722

Mailing Address

Phone number

(989) 652-0157

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 51,489,635

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Timothy G. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Gerard Crawford's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

GWN SECURITIES INC.

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CENTAURUS FINANCIAL, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2005

Series 63

Date: 10/3/2001

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2008

Series 6

Date: 10/3/2001

Current Firm

TIM CRAWFORD CPA

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIM CRAWFORD CPA

TRUST BUT VERIFY

Contact information

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