Samuel M. Crump
Professional summary
Samuel Mcculloh Crump, CFP®, ChFC®, CLU® is a registered financial advisor currently at TELOS WEALTH ADVISORS located in Weddington, North Carolina.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Samuel has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Mcculloh Crump's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
January 8, 2024 - Present
TELOS WEALTH ADVISORS
October 8, 2021 - January 5, 2024
APOLLON WEALTH MANAGEMENT, LLC
November 12, 2013 - September 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
January 10, 2012 - October 6, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/8/2024)
(12/11/2024)
Exams
Series 7TO
Date: 1/21/2025
General Securities Representative ExaminationSeries 6TO
Date: 1/21/2025
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
TELOS WEALTH ADVISORS
CRD#: 328209 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 58,050,000 |
Red Flags
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