MC
Michael T. Crump
KESTRA ADVISORY SERVICES
Greenville, SC 29607
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CRD#: 6658682
MC
Professional summary
Michael T Crump is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Greenville, South Carolina and KESTRA INVESTMENT SERVICES, LLC located in Greenville, South Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Michael has worked at 6 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.
Name: NFP CORPORATE SERVICES (SE) POSITION: Employee NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, #OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 05/20/2024 ADDRESS: 128 Millport Circle, Greenville SC 29607, United States DESCRIPTION: Soliciting new clients, servicing existing clients, investment recommendations, development of financial plans Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative - Sr. Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/20/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Investment Advisory Services. Name: NFP CORPORATE SERVICES (SE) POSITION: Employee NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 05/20/2024 ADDRESS: 300 Executive Center Dr, Suite 103, Greenville SC 29607, United States DESCRIPTION: Soliciting new clients, servicing existing clients, investment recommendations, development of financial plans Name: U.S. AIR FORCE POSITION: Senior Master Sergeant - Heavy Repair Superintendent NATURE: U.S. Air Force INVESTMENT RELATED: No # OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2010 ADDRESS: 200 W. Stewart Ave, Charleston AFB SC 29404, United States DESCRIPTION: I serve with the 560th RED HORSE Squadron. We are designed to rapidly deploy and perform heavy construction at austere and hostile worldwide locations. Name: SNACK NATION VENDING, LLC POSITION: None NATURE: Retail INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2025 ADDRESS: 44 Silesian Ct, Pelzer SC 29669, United States DESCRIPTION: Not an owner/operator or have any connection to the company other than my wife and I residing in the same household.
CRS (Client Relationship Summary) - RIA
Click below to view Michael T Crump'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
May 31, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 128 Millport Circle, Greenville, SC 29607RIA
CRD#: 283330
Greenville, SC
Current
May 31, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 300 Executive Center Dr Suite 103, Greenville, SC 29615BD
CRD#: 42046
GREENVILLE, SC
Past
February 17, 2021 - May 20, 2024
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
SIMPSONVILLE, SC
Past
February 17, 2021 - May 20, 2024
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
SIMPSONVILLE, SC
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
September 29, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
GREENVILLE, SC
Past
August 15, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
GREENVILLE, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Florida(7/5/2024)
RR
Massachusetts(7/5/2024)
RR
Michigan(7/5/2024)
RR
Minnesota(7/5/2024)
RR
North Carolina(6/3/2024)
RR
Pennsylvania(7/5/2024)
RR
South Carolina(5/31/2024)
IAR
South Carolina(5/31/2024)
RR
Tennessee(7/5/2024)
RR
Virgin Islands(7/8/2024)
RR
Wisconsin(7/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Greenville, SC 29607TRUST BUT VERIFY
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