MC
Morgan T. Crawford
HEADLAND CAPITAL
MT. PLEASANT, SC 29464
Some features on this profile are disabled
CRD#: 6483087
MC
Professional summary
Morgan T Crawford, CFP® is a registered financial advisor currently at HEADLAND CAPITAL located in Mt. Pleasant, South Carolina and LPL FINANCIAL LLC located in Mt. Pleasant, South Carolina.
Morgan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Morgan has worked at 3 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.) Coastal Wealth Management; Investment Related; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); Start Date: 1/2018; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; DBA 2.) No business name; Investment Related; At Reported Business Location(s); Non-Variable Insurance; Insurance Agent; Start Date: 4/1/2019; 4 hours devoted monthly; 4 hours devoted monthly during trading hours; Writing and Selling of Insurance Policies. 3.) Headland Capital, LLC; Investment Related; At Reported Business Location(s); Registered Investment Advisor Hybrid - IAR; Start Date: 12/16/2024; 160 hours devoted monthly; 160 hours devoted during trading hours; I provide investment advisory services through Headland Capital, LLC, an independent investment advisor firm. 4.) LPL Financial LLC; Investment Related; 1055 LPL Way FortMill, SC297158; Broker Dealer; Registered Representative; Start Date: 04/2016; 40 hoursdevoted monthly; 40 hours devoted monthly during trading hours; Collect fees throughRIA and commissions; Brokerage business.
CRS (Client Relationship Summary) - RIA
Click below to view Morgan T Crawford'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®
Experience
Current
December 20, 2024 - Present
HEADLAND CAPITAL
Office #1: 300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464RIA
CRD#: 332277
MT. PLEASANT, SC
Current
April 16, 2018 - Present
LPL FINANCIAL LLC
Office #1: 300 W Coleman Blvd Ste 204, Mt. Pleasant, SC 29464RIA
BD
CRD#: 6413
Mt. Pleasant, SC
Past
October 1, 2021 - December 18, 2024
MARYLAND FINANCIAL GROUP, INC.
RIA
CRD#: 122320
Mount Pleasant, SC
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".
HC
HEADLAND CAPITAL
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC
CRD#: 332277 / SEC#: 801-130923
RIA
Registered Investment Advisory firm - (9/24/2024 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.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
South Carolina(7/20/2018)
IAR
South Carolina(12/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HC
HEADLAND CAPITAL
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC
CRD#: 332277 / SEC#: 801-130923
RIA
Registered Investment Advisory firm - (9/24/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464
Mailing Address
Phone number
(843) 388-4300
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,509 |
| AUM (Assets Under Management) | $ 403,025,177 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
