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LC

Larry M. Crabtree

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CRD#: 2479599
LC

Professional summary


Larry Michael Crabtree was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Larry is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Larry had worked at 8 firms, which includes WILBANKS SECURITIES ADVISORY, WILBANKS SECURITIES INC., WFG ADVISORS LP, CENTURY ADVISORS LLC, WFG INVESTMENTS INC., GEARY SECURITIES INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, ROBERT THOMAS SECURITIES INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


L Michael Crabtree | Michael Crabtree | Mike Crabtree

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

March 13, 2014 - October 5, 2017

WILBANKS SECURITIES ADVISORY

RIA
CRD#: 118304
EDMOND, OK
Past

March 11, 2014 - October 5, 2017

WILBANKS SECURITIES, INC.

BD
CRD#: 40673
EDMOND, OK
Past

August 10, 2009 - February 18, 2014

WFG ADVISORS, LP

RIA
CRD#: 125073
OKLAHOMA CITY, OK
Past

July 15, 2008 - September 30, 2009

CENTURY ADVISORS, LLC

RIA
CRD#: 130155
OKLAHOMA CITY, OK
Past

July 9, 2008 - February 18, 2014

WFG INVESTMENTS, INC.

BD
CRD#: 22704
EDMOND, OK
Past

April 11, 1997 - August 4, 2008

GEARY SECURITIES, INC.

RIA
CRD#: 38182
OKLAHOMA CITY, OK
Past

June 18, 1996 - August 4, 2008

GEARY SECURITIES, INC.

BD
CRD#: 38182
OKLAHOMA CITY, OK
Past

May 16, 1996 - May 24, 1996

GEARY SECURITIES, INC.

BD
CRD#: 38182
Past

November 7, 1995 - June 10, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 25, 1994 - November 9, 1995

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL

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
IAR
Series 65
Date: 4/23/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WS
WILBANKS SECURITIES ADVISORY
AARON WILBANKS & ASSOCIATES | WILBANKS SECURITIES ADVISORY | AARON WILBANKS & ASSOCIATES, INC.

CRD#: 118304 / SEC#: 801-63318

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Contact information


Main Address
4334 Nw Expressway Suite 222, Oklahoma City, OK 73116
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WILBANKS SECURITIES ADVISORY BROCHURE (3/31/2017)

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


WILBANKS SECURITIES ADVISORY

CRD#: 118304

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