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KC

Kyle W. Crawford

THE FIDUCIARY ALLIANCE
LAGRANGE, GA 30240
Some features on this profile are disabled
CRD#: 4565459
KC

Professional summary

Kyle William Crawford, CFP® is a registered financial advisor currently at THE FIDUCIARY ALLIANCE located in Lagrange, Georgia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kyle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
1)MY FAMILY OWNS VARIOUS PARCELS OF REAL ESTATE THAT WE MANAGE. THIS REQUIRES APPROXIMATELY 10 HOURS A MONTH AND LESS THAN 4 HOURS A MONTH WHEN TRADING MARKETS ARE OPEN. 2)PLANNING AND ZONING BOARD MEMBER FOR THE CITY OF LAGRANGE, GA since 2009; NOT INVESTMENT RELATED; 200 RIDLEY AVE, LAGRANGE, GA. 30240; 2 HOURS PER MONTH; MAKE RECOMMENDATION FOR MAYOR AND COUNCIL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle William Crawford's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2001

Experience

Current

November 13, 2024 - Present

THE FIDUCIARY ALLIANCE

Office #1: 201 Ridley Ave Suite A, Lagrange, GA 30240
RIA
CRD#: 284924
LAGRANGE, GA
Past

July 1, 2022 - November 21, 2022

STONEX SECURITIES INC.

BD
CRD#: 18456
ATLANTA, GA
Past

January 22, 2014 - September 17, 2020

STONEX SECURITIES INC.

BD
CRD#: 18456
LAGRANGE, GA
Past

January 2, 2014 - October 7, 2024

BISON WEALTH, LLC

RIA
CRD#: 165931
LaGrange, GA
Past

June 1, 2009 - January 30, 2014

MORGAN STANLEY

RIA
CRD#: 149777
LA GRANGE, GA
Past

June 1, 2009 - January 30, 2014

MORGAN STANLEY

BD
CRD#: 149777
LA GRANGE, GA
Past

May 2, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
LA GRANGE, GA
Past

April 11, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
LA GRANGE, GA
Past

February 26, 2003 - April 28, 2006

SYNOVUS SECURITIES, INC.

RIA
CRD#: 14023
LAGRANGE, GA
Past

August 14, 2002 - April 28, 2006

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
LAGRANGE, GA

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".
TF
THE FIDUCIARY ALLIANCE
ALTUM WEALTH ALLIANCE | THE FIDUCIARY ALLIANCE | STEWARDSHIP INVESTMENTS, INC. | PEACHTREE FINANCIAL GROUP | PARALLEL FINANCIAL | NORRIS LAKE RETIREMENT PLANNING, LLC | MORROW WEALTH ADVISORY GROUP | MERRIMACK WEALTH MANAGEMENT | LONGVIEW ADVISORS | KINGDOM WEALTH MANAGEMENT | GUARD LEGACY | FIDUCIARY ALLIANCE LLC | ELM WEALTH ADVISORS | ECHELON FINANCIAL MANAGEMENT | DAVID DUNN WEALTH, LLC | CREATIVE RETIREMENT SOLUTIONS GROUP, LLC | BRIDGEWAY WEALTH STRATEGIES

CRD#: 284924 / SEC#: 801-108283

RIA
Registered Investment Advisory firm - (8/17/2016 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(11/13/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/13/2002
General Securities Representative Examination

Current Firm

TF
THE FIDUCIARY ALLIANCE
ALTUM WEALTH ALLIANCE | THE FIDUCIARY ALLIANCE | STEWARDSHIP INVESTMENTS, INC. | PEACHTREE FINANCIAL GROUP | PARALLEL FINANCIAL | NORRIS LAKE RETIREMENT PLANNING, LLC | MORROW WEALTH ADVISORY GROUP | MERRIMACK WEALTH MANAGEMENT | LONGVIEW ADVISORS | KINGDOM WEALTH MANAGEMENT | GUARD LEGACY | FIDUCIARY ALLIANCE LLC | ELM WEALTH ADVISORS | ECHELON FINANCIAL MANAGEMENT | DAVID DUNN WEALTH, LLC | CREATIVE RETIREMENT SOLUTIONS GROUP, LLC | BRIDGEWAY WEALTH STRATEGIES

CRD#: 284924 / SEC#: 801-108283

RIA
Registered Investment Advisory firm - (8/17/2016 Approved)
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Contact information

Main Address
135 S Main St Suite 600, Greenville, SC 29601
Mailing Address
Phone number
(864) 385-7999
Established
Firm type
Fiscal year end
# of Employees
63

SEC notice filing (29 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TFA ADV 2A (5/23/2025)

Regulatory assets under management

Total Number of Accounts6,842
AUM (Assets Under Management)$ 1,921,956,974

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

THE FIDUCIARY ALLIANCE

CRD#: 284924Lagrange, GA 30240

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