Brooke M. Crawford
Professional summary
Brooke Mackenzie Crawford, who also goes by Brooke Hogg, Brooke Mackenzie Hogg, is a registered financial advisor currently at WISE PLANNING, INC. located in York, South Carolina.
Brooke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brooke has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brooke Mackenzie Crawford's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2024 - Present
WISE PLANNING, INC.
February 25, 2022 - May 31, 2023
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
WISE PLANNING, INC.
CRD#: 123821 / SEC#: 801-114999
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2024)
Exams
Series 7TO
Date: 2/25/2022
General Securities Representative ExaminationCurrent Firm
WISE PLANNING, INC.
CRD#: 123821 / SEC#: 801-114999
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 529,377,526 |
Red Flags
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