Charles D. Crouch
Professional summary
Charles David Crouch, who also goes by Dave Crouch, is a registered financial advisor currently at AGP FRANKLIN, LLC located in Franklin, Tennessee.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Charles has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles David Crouch's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2024 - Present
AGP FRANKLIN, LLC
Office #1: 3326 Aspen Grove Drive Suite 602, Franklin, TN 37067January 2, 2009 - October 2, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
March 16, 2004 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
November 5, 2002 - October 2, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 29, 1999 - November 19, 2002
HOWARD WEIL INCORPORATED
April 24, 1991 - February 5, 1999
J.C. BRADFORD & CO.
Primary Firm SEC Registration
AGP FRANKLIN, LLC
CRD#: 331699 / SEC#: 801-130499
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2024)
Exams
Current Firm
AGP FRANKLIN, LLC
CRD#: 331699 / SEC#: 801-130499
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 649 |
| AUM (Assets Under Management) | $ 195,168,875 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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