FC
Frank J. Crosby
JAMERSON-CROSBY INVESTMENT ADVISORS
CRD#: 6247014
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FC
Frank Jamerson CrosbyJAMERSON-CROSBY INVESTMENT ADVISORS
Professional summary
Frank Jamerson Crosby is a registered financial advisor currently at JAMERSON-CROSBY INVESTMENT ADVISORS LLC .
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Frank has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Frank Jamerson Crosby'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®
NoneExperience
Current
November 8, 2013 - Present
JAMERSON-CROSBY INVESTMENT ADVISORS LLC
RIA
CRD#: 169030
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
Michigan(11/8/2013)
Current Firm
JI
JAMERSON-CROSBY INVESTMENT ADVISORS LLC
JAMERSON-CROSBY INVESTMENT ADVISORS LLC
CRD#: 169030 / SEC#:
Michigan
Registered Investment Advisory firm - (11/7/2013 Approved)Loading...
Contact information
Main Address
Detroit, MI
Mailing Address
Phone number
(850) 276-3029
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 800,000 |
Red Flags
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