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RC

Robert M. Crouch

CROUCH INVESTMENT GROUP
Fairfield Glade, TN
Some features on this profile are disabled
CRD#: 2879463
RC

Professional summary


Robert Marion Crouch, CFP®, who also goes by Robert M Crouch, is a registered financial advisor currently at CROUCH INVESTMENT GROUP, INC. located in Fairfield Glade, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert M Crouch

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) - RIA


Click below to view Robert Marion Crouch'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®

Start date: 2004

Experience


Current

January 11, 2016 - Present

CROUCH INVESTMENT GROUP, INC.

RIA
CRD#: 282106
Fairfield Glade, TN
Past

August 26, 2011 - October 22, 2014

CROUCH INVESTMENT GROUP, INC.

RIA
CRD#: 115487
FAIRFIELD GLADE, TN
Past

February 24, 2003 - November 18, 2010

CROUCH INVESTMENT GROUP, INC.

RIA
CRD#: 115487
FAIRFIELD GLADE, TN
Past

August 27, 2001 - December 31, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
FAIRFIELD GLADE, TN
Past

August 13, 2001 - December 31, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
FAIRFIELD GLADE, TN
Past

January 27, 2000 - August 24, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 11, 1997 - November 17, 1999

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 5, 1997 - May 21, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 5, 1997 - May 21, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Colorado
(1/14/2016)
IAR
Tennessee
(1/11/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/26/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/10/2001
General Securities Principal Examination

Current Firm


CI
CROUCH INVESTMENT GROUP, INC.
CROUCH INVESTMENT GROUP, INC.

CRD#: 282106 / SEC#:

Colorado
Registered Investment Advisory firm - (1/14/2016 Approved)
Tennessee
Registered Investment Advisory firm - (1/11/2016 Approved)
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Contact information


Main Address
Fairfield Glade, TN
Mailing Address
Phone number
(720) 529-5799
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 12,000,000

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


CROUCH INVESTMENT GROUP, INC.

CRD#: 282106Fairfield Glade, TN

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