Gifford Winston Crosby Ii
Professional Summary
Gifford Winston Crosby II was a registered financial advisor. Gifford was a previously registered financial advisor and started their career in finance 2001 - 2016. Gifford had worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
ANTHEM WEALTH PARTNERS | SECURE RETIREMENT SOLUTIONS | SAFEGUARD FINANCIAL | HARVEY & COMPANIES | AVANT-GARDE WEALTH MANAGEMENT INC. | AVANT-GARDE ADVISORS LLC
Contact Information
Main Address
9155 E Nichols Ave Suite 175, Centennial, CO 80112Documents
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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