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Christopher A. Crawford
CPR INVESTMENTS | Financial Consultant
Rochester, MI 48307
Some features on this profile are disabled
CRD#: 5972954
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Professional summary
Christopher Andrew Crawford JR., who also goes by Christopher Andrew Crawford Jr, Christopher Crawford, Christopher Andrew Crawford, is a registered financial advisor currently at CPR INVESTMENTS INC located in Rochester, Michigan and AUSDAL FINANCIAL PARTNERS, INC. located in Rochester, Michigan.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christopher has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your Financial Consultant, I will partner with you to understand your short and long-term goals and to help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Andrew Crawford Jr | Christopher Crawford | Christopher Andrew Crawford
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) CPR Financial Group LLC; yes; Rochester, MI; Insurance Services; Insurance Agent; 04/2024; 30/ HRS MO; 30/ HRS MO
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Andrew Crawford JR.'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®
NoneEducation
Eastern Michigan University
Bachelors in Finance - Finance
2008
Experience
Current
April 3, 2024 - Present
CPR INVESTMENTS INC
Office #1: 1600 Parkdale Road Suite 201, Rochester, MI 48307RIA
CRD#: 139067
Rochester, MI
Current
May 24, 2024 - Present
AUSDAL FINANCIAL PARTNERS, INC.
Office #1: 1600 Parkdale Road, Suite 201, Rochester, MI 48307RIA
BD
CRD#: 7995
Rochester, MI
Past
August 11, 2023 - April 11, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
TROY, MI
Past
August 8, 2023 - April 11, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
TROY, MI
Past
July 13, 2018 - March 10, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
May 11, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TROY, MI
Past
April 14, 2017 - March 10, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
TROY, MI
Past
September 8, 2016 - March 14, 2017
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
WESTLAND, MI
Past
January 19, 2015 - March 14, 2017
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
WESTLAND, MI
Past
October 24, 2011 - May 9, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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".
CI
CPR INVESTMENTS INC
CPR ADVISOR PORTFOLIOS | VALENZUELA FINANCIAL MANAGEMENT GROUP | V8 INVESTMENT ADVISORS | OSTLUND WEALTH ADVISORS, LLC | DENK FINANCIAL ADVISORS | CPR INVESTMENTS, LLC | CPR INVESTMENTS INC
CRD#: 139067 / SEC#: 801-112038
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (11/17/2017 Terminated)California
Registered Investment Advisory firm - (12/17/2017 Terminated)Florida
Registered Investment Advisory firm - (11/17/2017 Terminated)Illinois
Registered Investment Advisory firm - (11/16/2017 Terminated)Indiana
Registered Investment Advisory firm - (12/6/2010 Terminated)Louisiana
Registered Investment Advisory firm - (12/31/2009 Terminated)Michigan
Registered Investment Advisory firm - (12/1/2017 Terminated)Minnesota
Registered Investment Advisory firm - (12/31/2009 Failure to Renew)Nebraska
Registered Investment Advisory firm - (11/17/2017 Terminated)Nevada
Registered Investment Advisory firm - (12/18/2017 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2017 Terminated)New York
Registered Investment Advisory firm - (11/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (11/20/2017 Terminated)Oregon
Registered Investment Advisory firm - (12/6/2017 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Texas
Registered Investment Advisory firm - (11/17/2017 Terminated)Virginia
Registered Investment Advisory firm - (11/20/2017 Terminated)Washington
Registered Investment Advisory firm - (11/27/2017 Terminated)Wisconsin
Registered Investment Advisory firm - (12/31/2009 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(5/28/2024)
IAR
Michigan(4/9/2024)
RR
Michigan(6/13/2024)
RR
New Jersey(8/14/2024)
RR
New York(10/7/2024)
RR
North Carolina(6/24/2024)
RR
Pennsylvania(10/8/2024)
RR
South Carolina(6/21/2024)
IAR
Texas(4/3/2024)
RR
Virginia(10/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CPR INVESTMENTS INC
CPR ADVISOR PORTFOLIOS | VALENZUELA FINANCIAL MANAGEMENT GROUP | V8 INVESTMENT ADVISORS | OSTLUND WEALTH ADVISORS, LLC | DENK FINANCIAL ADVISORS | CPR INVESTMENTS, LLC | CPR INVESTMENTS INC
CRD#: 139067 / SEC#: 801-112038
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (11/17/2017 Terminated)California
Registered Investment Advisory firm - (12/17/2017 Terminated)Florida
Registered Investment Advisory firm - (11/17/2017 Terminated)Illinois
Registered Investment Advisory firm - (11/16/2017 Terminated)Indiana
Registered Investment Advisory firm - (12/6/2010 Terminated)Louisiana
Registered Investment Advisory firm - (12/31/2009 Terminated)Michigan
Registered Investment Advisory firm - (12/1/2017 Terminated)Minnesota
Registered Investment Advisory firm - (12/31/2009 Failure to Renew)Nebraska
Registered Investment Advisory firm - (11/17/2017 Terminated)Nevada
Registered Investment Advisory firm - (12/18/2017 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2017 Terminated)New York
Registered Investment Advisory firm - (11/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (11/20/2017 Terminated)Oregon
Registered Investment Advisory firm - (12/6/2017 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Texas
Registered Investment Advisory firm - (11/17/2017 Terminated)Virginia
Registered Investment Advisory firm - (11/20/2017 Terminated)Washington
Registered Investment Advisory firm - (11/27/2017 Terminated)Wisconsin
Registered Investment Advisory firm - (12/31/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1600 Parkdale Road Suite 201, Rochester, MI 48307
Mailing Address
Phone number
(800) 213-1164
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,946 |
| AUM (Assets Under Management) | $ 213,296,073 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CPR INVESTMENTS INC
Financial ConsultantCRD#: 139067Rochester, MI 48307TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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