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GE

George M. Earl

CRESCENT SECURITIES GROUP
Lubbock, TX 79424
Some features on this profile are disabled
CRD#: 827931
GE

Professional summary


George Madison Earl JR, who also goes by Mike Earl Jr, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Lubbock, Texas.

George is registered as a RR (Registered Representative) and started their career in finance in 1976. George has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Earl Jr

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view George Madison Earl JR's CRS (Customer Relationship Summary).
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

January 24, 2019 - Present

CRESCENT SECURITIES GROUP, INC.

Office #1: 6905 82nd Street Suite 100, Lubbock, TX 79424
BD
CRD#: 114993
Lubbock, TX
Past

August 21, 2015 - September 10, 2019

LOWELL & COMPANY, INC.

BD
CRD#: 24913
LUBBOCK, TX
Past

February 9, 1993 - August 5, 2015

CAPROCK SECURITIES, INC.

BD
CRD#: 8014
LUBBOCK, TX
Past

May 27, 1982 - October 11, 1988

CAPROCK SECURITIES, INC.

BD
CRD#: 8014
LUBBOCK, TX
Past

October 1, 1976 - June 3, 1983

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New Mexico
(9/10/2019)
RR
Texas
(1/25/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/21/1976
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


CS
CRESCENT SECURITIES GROUP, INC.
CRESCENT SECURITIES GROUP, INC.

CRD#: 114993 / SEC#: , 8-53457

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Mailing Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Phone number
(972) 490-0150
Established
Texas since 04/10/2001
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
D2 EQUITY HOLDINGS, INC.SHAREHOLDER
DUREN, TRAVIS NICKDIRECTOR/PRESIDENT/SECRETARY/CCO1589445
STERLING, DONALD WILLIAMFINOP
TRAVIS, RUSSELL WARRENVICE PRESIDENT2759751

Disclosures


Regulatory Event2

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.

Company Information


CRESCENT SECURITIES GROUP, INC.

CRD#: 114993Lubbock, TX 79424

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