Bernard C. Crawford
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bernard Charles Crawford JR, who also goes by Bernard C Crawford Jr, was a registered financial professional .
Bernard is a previously registered financial professional and started their career in finance in 1980. Bernard had worked at 2 firms and has passed the Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 13, 2000 - December 17, 2004
MEDALLION INVESTMENT SERVICES, INC.
May 13, 1980 - January 14, 2000
C. J. M. PLANNING CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 5/4/1980
Registered Representative ExaminationCurrent Firm
MEDALLION INVESTMENT SERVICES, INC.
CRD#: 45314 / SEC#: , 8-51029
Contact information
Documents
Direct owners and executive officers
Disclosures
| Arbitration | 2 |
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.
