Toni C. Crawford

SUMMIT FINANCIAL WEALTH ADVISORS

RUSTON, LA 71270

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CRD#: 5716887

Professional summary

Toni C Crawford is a registered financial advisor currently at SUMMIT FINANCIAL WEALTH ADVISORS located in Ruston, Louisiana.

Toni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Toni has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

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. Comdata, LIMITED PARTNER, FAMILY LIMITED PARTNERSHIP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Toni C 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®

None

Experience

Current

May 1, 2019 - Present

SUMMIT FINANCIAL WEALTH ADVISORS

Office #1: 2102 Floyd Park Drive Suite 5, Ruston, LA 71270

RIA

CRD#: 171278

RUSTON, LA

Past

March 30, 2012 - May 2, 2019

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

RUSTON, LA

Past

November 17, 2009 - May 2, 2019

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

RUSTON, LA

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".

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS | SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD#: 171278 / SEC#: 801-79686

RIA

Registered Investment Advisory firm - (5/21/2014 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

Louisiana
(5/1/2019)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/26/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2009

General Securities Representative Examination

Current Firm

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS | SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD#: 171278 / SEC#: 801-79686

RIA

Registered Investment Advisory firm - (5/21/2014 Approved)

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Contact information

Main Address

1021 E. St. Mary Blvd., Lafayette, LA 70503

Mailing Address

P O Box 53007, Lafayette, LA 70505

Phone number

(337) 232-1141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL WEALTH ADVISORS DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,620
AUM (Assets Under Management)	$ 1,421,450,420

Red Flags

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

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Toni C. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Toni C Crawford's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT FINANCIAL WEALTH ADVISORS

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

SUMMIT FINANCIAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/26/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2009

Current Firm

SUMMIT FINANCIAL WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT FINANCIAL WEALTH ADVISORS

TRUST BUT VERIFY

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