Kyle Crawford
CERTIFIED FINANCIAL PLANNER® | LPL Financial | Helping People Plan for What\'s Next
- Role
- Certified Financial Planner, Lpl Financial at Granite Wealth Management
- Location
- Modesto, CA, US
- LinkedIn followers
- 500 followers
About Kyle Crawford
One of the most fulfilling aspects of being an LPL Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional is that the services I offer are designed to help clients over a lifetime. Every new client relationship represents a new critical problem to solve together. In our current environment planning for the future is becoming an increasingly complex endeavor. The Granite Wealth Difference is the culture we have established at our firm; your goals become our goals. Our process is derived from time-tested principles infused with modern strategy. With a never-ending flood of investment products, commentary, and headlines; we hope to bring simplicity and clarity to your life by providing comprehensive, experienced advice in the simplest way possible. Your Vision, Our Guidance. I am a Registered Representative with LPL Financial, a registered broker/dealer, member FINRA/SIPC. CA Insurance License 0K79796 Member of the 2016 Leadership Modesto program. Graduate of University of the Pacific B.S. Business Administration, Cum Laude Division I College Athlete All- Academic WCC Big West Scholar Athlete Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
Experience
Certified Financial Planner, Lpl Financial
Sep 2014 — Present · Modesto, CA, US
CERTIFIED FINANCIAL PLANNER™ PROFESSIONALSeries 7, 63, 66 held through LPL Financial, a registered broker/dealer, member FINRA/SIPC.CA Insurance License 0K79796 Services Offered:•Strategic Asset Management •Retirement Planning•Tax Planning•Estate and Legacy Planning•Education Planning •Life Insurance and Long Term Care Planning•Fee-based Financial Planning
Education
University of the Pacific - Eberhardt School of Business
Bachelor of Business Administration (BBA)
2010 — 2014
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.