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ZC

Zale Robert Crawford

CFP®, ChFC®
KESTRA ADVISORY SERVICES
LACEY, WA
·CRD# 2724796·30 years experience

Professional Summary

Zale Robert Crawford, CFP®, ChFC® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Lacey, Washington and KESTRA INVESTMENT SERVICES, LLC located in Lacey, Washington. Zale is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Zale has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Estate Planning
  • Insurance Planning
  • Investment Planning
  • Comprehensive Financial Planning
  • Retirement Planning

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2016
ChFC®
Chartered Financial Consultant

Years of Experience

30 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
1. 4520 Intelco Loop Se Ste 1e, Lacey, WA 985032. 1321 Officers Row, Vancouver, WA 98661
October 6, 2026 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
1. 4520 Intelco Loop Se Suite 1e, Lacey, WA 985032. 1321 Officers Row, Vancouver, WA 98661
October 6, 2026 - Present
PILLAR FINANCIAL GROUP·CRD# 316836
RIA
Lacey, WA
February 8, 2022 - September 26, 2025
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Lacey, WA
August 9, 2013 - October 12, 2026
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Lacey, WA
August 9, 2013 - October 12, 2026
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Tacoma, WA
April 24, 2001 - August 16, 2013
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
Tacoma, WA
November 22, 2000 - July 9, 2007
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Tacoma, WA
November 22, 2000 - August 16, 2013
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
May 22, 1996 - November 9, 2000

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/06/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PILLAR FINANCIAL GROUP, LLC POSITION: Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/06/2026 ADDRESS: 4520 Intelco Loop SE Ste 1E, Suite 1-E, Lacey WA 98503, United States DESCRIPTION: Giving Financial Planning advice, hire and retain staff, ensure payroll is met on a bi-weekly basis, market my financial planning practice, work with existing clients. Name: CRAWFORD PROPERTY, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2009 ADDRESS: 10527 STEDMAN RD SE, Olympia WA 98513, United States DESCRIPTION: Maintain property, collect rent, pay bills Name: BROOKFIELD PLAZA CONDOMINIUM ASSOCIATION POSITION: President of the Board NATURE: Business Condominium Association Board INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4520 Intelco Loop SE Ste 1E, Suite 1-E, Lacey WA 98503, United States DESCRIPTION: Monitor the upkeep of the small business park and be the point of contact for any maintenance, repairs, garbage service, landscaping, insurance and any other things that need upkeep. Name: ZALE CRAWFORD POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 10/06/2026 ADDRESS: 4520 Intelco Loop SE Ste 1E, Suite 1-E, Lacey WA 98503, United States DESCRIPTION: Solicit fixed insurance sales and be directly appointment with multiple Life companies as a general agent. Also, earn overrides on other agents in WA state that write fixed insurance products through the same GA. Name: LC CAPITAL INVESTMENTS POSITION: member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2013 ADDRESS: 10527 STEDMAN RD SE, OLYMPIA WA 98513, United States DESCRIPTION: Collect Rent, maintain property as needed Name: BOYS AND GIRLS CLUB OF THURSTON COUNTY POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 08/27/2024 ADDRESS: 2102 Carriage Drive SW, Suite A, Olympia WA 98502, United States DESCRIPTION: I reach out to people in the community that have financial means to make a donation and ask them to do that. I also invite people to the annual dinner auction in hopes they will buy things to raise money for the clubs.

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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".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(10/6/2026)
RR
Arizona
(10/6/2026)
RR
Arkansas
(10/6/2026)
RR
California
(10/6/2026)
RR
Colorado
(10/6/2026)
RR
Connecticut
(10/6/2026)
RR
Florida
(10/6/2026)
RR
Georgia
(10/6/2026)
RR
Idaho
(10/6/2026)
RR
Illinois
(10/6/2026)
RR
Indiana
(10/6/2026)
RR
Iowa
(10/6/2026)
RR
Maryland
(10/6/2026)
RR
Massachusetts
(10/6/2026)
RR
Minnesota
(10/6/2026)
RR
Montana
(10/6/2026)
RR
Nevada
(10/6/2026)
RR
New Hampshire
(10/6/2026)
RR
New Mexico
(10/6/2026)
RR
Ohio
(10/6/2026)
RR
Oregon
(10/6/2026)
RR
Pennsylvania
(10/6/2026)
RR
South Dakota
(10/6/2026)
RR
Texas
(10/6/2026)
IAR
Texas
(10/6/2026)
RR
Virginia
(10/6/2026)
RR
Washington
(10/6/2026)
IAR
Washington
(10/6/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1998About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1996About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Dec 1998About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Zale Robert Crawford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Zale

  • Estate Planning
  • Insurance Planning
  • Investment Planning
  • Comprehensive Financial Planning
  • Retirement Planning

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