Patrick G. Lakey

CRAWFORD CAPITAL

Los Angeles, CA

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CRD#: 7431913

Professional summary

Patrick Garland Lakey, who also goes by Patrick Lakey, is a registered financial advisor currently at CRAWFORD CAPITAL, LLC located in Los Angeles, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Lakey

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.

- Lakey Consulting Co - Not investment related - 2301 N. Gower St, Los Angeles CA 90068 - Provides a variety of operational insight and develops custom workflow and production processes for creative businesses using a variety of technological platforms and systems. Also provides print production management services, as well as operational and finance services, to a variety of clients and industries. - Owner/Self-Employed - August 2018 start date - Number of hours per month varies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Garland Lakey'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®

None

Experience

Current

August 30, 2021 - Present

CRAWFORD CAPITAL, LLC

RIA

CRD#: 297020

Los Angeles, CA

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

California
(8/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/26/2019

Uniform Investment Adviser Law Examination

Current Firm

CRAWFORD CAPITAL, LLC

CRD#: 297020 / SEC#:

California

Registered Investment Advisory firm - (11/14/2018 Approved)

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Contact information

Main Address

824 South Los Angeles Street, Suite 205, Los Angeles, CA 90014

Mailing Address

1360 South Figueroa Street, Suite D348, Los Angeles, CA 90015

Phone number

(310) 466-3303

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 5,645,182

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.

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Patrick G. Lakey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Garland Lakey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRAWFORD CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2019

Current Firm

CRAWFORD CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRAWFORD CAPITAL, LLC

TRUST BUT VERIFY

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