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JC

Joshua C. Crawley

AFFINITY WEALTH RESOURCES
BLUFFDALE, UT 84065
Some features on this profile are disabled
CRD#: 5579398
JC

Professional summary

Joshua C Crawley, who also goes by Josh C Crawley, Joshua Crawley, is a registered financial advisor currently at AFFINITY WEALTH RESOURCES, LLC located in Bluffdale, Utah.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joshua has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh C Crawley | Joshua Crawley

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 Joshua C Crawley'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®
None

Experience

Current

August 11, 2017 - Present

AFFINITY WEALTH RESOURCES, LLC

Office #1: 955 West 14730 South #603, Bluffdale, UT 84065
RIA
CRD#: 288613
BLUFFDALE, UT
Past

June 6, 2011 - June 4, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SALT LAKE CITY, UT
Past

September 23, 2008 - June 3, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

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
Utah
(8/11/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/4/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/10/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/3/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/2008
General Securities Representative Examination

Current Firm

AW
AFFINITY WEALTH RESOURCES, LLC
AFFINITY CAPITAL RESOURCES | CRAWLEY, JOSH | AFFINITY WEALTH RESOURCES, LLC

CRD#: 288613 / SEC#:

Utah
Registered Investment Advisory firm - (8/11/2017 Approved)
PREMIUM
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Contact information

Main Address
2719 Lemel Circle #6, Salt Lake City, UT 84115
Mailing Address
Phone number
+1 (385) 355-0936
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AFFINITY WEALTH RESOURCES, LLC

CRD#: 288613Bluffdale, UT 84065

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