FC

Franklin D. Crowder

ACCORDANT INVESTMENTS
Colleyville, TX
Some features on this profile are disabled
CRD#: 2324153
FC

Professional summary


Franklin David Crowder, who also goes by David Crowder, is a registered financial advisor currently at ACCORDANT INVESTMENTS LLC located in Colleyville, Texas and ALPS DISTRIBUTORS, INC. located in Scottsdale, Arizona.

Franklin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Franklin has worked at 16 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


David Crowder

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.

CRS (Client Relationship Summary) - RIA


Click below to view Franklin David Crowder'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®
None

Experience


Current

March 27, 2024 - Present

ACCORDANT INVESTMENTS LLC

RIA
CRD#: 325678
Colleyville, TX
Current

September 7, 2023 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 6710 E. Camelback Suite 100, Scottsdale, AZ 85251
BD
CRD#: 16853
Scottsdale, AZ
Past

May 3, 2022 - September 6, 2023

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Dallas, TX
Past

September 9, 2016 - March 31, 2022

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
Colleyville, TX
Past

September 9, 2016 - March 31, 2022

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

May 2, 2007 - May 2, 2016

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
SEATTLE, WA
Past

April 17, 2007 - May 2, 2016

RUSSELL INVESTMENTS

RIA
CRD#: 105734
COLLEYVILLE, TX
Past

September 16, 2004 - May 9, 2007

ICM ASSET MANAGEMENT INC

RIA
CRD#: 105046
SPOKANE, WA
Past

September 27, 2002 - December 31, 2003

CULLUM & BURKS SECURITIES, INC.

BD
CRD#: 46600
DALLAS, TX
Past

August 21, 2001 - April 14, 2004

PLACEMARK INVESTMENTS, INC.

RIA
CRD#: 114680
DALLAS, TX
Past

September 2, 1999 - December 11, 2000

MONUMENT DISTRIBUTORS, INC.

BD
CRD#: 43917
KENSINGTON, MD
Past

August 6, 1997 - October 1, 1999

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

March 12, 1996 - August 20, 1997

CULLUM & SANDOW SECURITIES, INC.

BD
CRD#: 15836
DALLAS, TX
Past

October 26, 1994 - January 22, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 5, 1994 - November 2, 1994

CULLUM & SANDOW SECURITIES, INC.

BD
CRD#: 15836
DALLAS, TX
Past

August 3, 1993 - July 13, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 11, 1993 - April 7, 1993

BARRE & COMPANY, INCORPORATED

BD
CRD#: 8342
DALLAS, TX

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".
AI
ACCORDANT INVESTMENTS LLC
ACCORDANT ADVISORS LLC | ACCORDANT INVESTMENTS LLC

CRD#: 325678 / SEC#: 801-128031

RIA
Registered Investment Advisory firm - (6/20/2023 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/7/2023)
RR
Alaska
(9/7/2023)
RR
Arizona
(9/7/2023)
IAR
Arizona
(3/27/2024)
RR
Arkansas
(9/7/2023)
RR
California
(9/7/2023)
RR
Colorado
(9/7/2023)
RR
Connecticut
(9/7/2023)
RR
Delaware
(9/7/2023)
RR
District of Columbia
(9/7/2023)
RR
Florida
(9/7/2023)
RR
Georgia
(9/7/2023)
RR
Hawaii
(9/7/2023)
RR
Idaho
(9/7/2023)
RR
Illinois
(9/7/2023)
RR
Indiana
(9/7/2023)
RR
Iowa
(9/7/2023)
RR
Kansas
(9/7/2023)
RR
Kentucky
(9/7/2023)
RR
Louisiana
(9/7/2023)
RR
Maine
(9/7/2023)
RR
Maryland
(9/7/2023)
RR
Massachusetts
(9/7/2023)
RR
Michigan
(9/7/2023)
RR
Minnesota
(9/7/2023)
RR
Mississippi
(9/7/2023)
RR
Missouri
(9/7/2023)
RR
Montana
(9/7/2023)
RR
Nebraska
(9/7/2023)
RR
Nevada
(9/7/2023)
RR
New Hampshire
(9/7/2023)
RR
New Jersey
(9/7/2023)
RR
New Mexico
(9/7/2023)
RR
New York
(9/7/2023)
RR
North Carolina
(9/7/2023)
RR
North Dakota
(9/7/2023)
RR
Ohio
(9/7/2023)
RR
Oklahoma
(9/7/2023)
RR
Oregon
(9/7/2023)
RR
Pennsylvania
(9/7/2023)
RR
Rhode Island
(9/7/2023)
RR
South Carolina
(9/7/2023)
RR
South Dakota
(9/7/2023)
RR
Tennessee
(9/7/2023)
RR
Texas
(9/7/2023)
IAR
Texas
(3/27/2024)
RR
Utah
(9/7/2023)
RR
Vermont
(9/7/2023)
RR
Virginia
(9/7/2023)
RR
Washington
(9/7/2023)
RR
West Virginia
(9/7/2023)
RR
Wisconsin
(9/7/2023)
RR
Wyoming
(9/7/2023)

Exams


State Security Law Exam
State Security Law Exam
IAR
Series 65
Date: 12/30/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AI
ACCORDANT INVESTMENTS LLC
ACCORDANT ADVISORS LLC | ACCORDANT INVESTMENTS LLC

CRD#: 325678 / SEC#: 801-128031

RIA
Registered Investment Advisory firm - (6/20/2023 Approved)
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Contact information


Main Address
6710 E. Camelback Rd, Suite 100, Scottsdale, AZ 85251-2031
Mailing Address
Phone number
(602) 609-2193
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (4 States and Territories)


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

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 163,975,639

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


ACCORDANT INVESTMENTS LLC

CRD#: 325678Colleyville, TX

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