Tom Crow
Albuquerque, New Mexico, 87113
Member Since 2010
We provide cost-effective, fee-only investment portfolio management for all types of accounts and clients. We do not sell any products, annuities or insurance. We use proprietary fundamental and technical analysis to create personalized investment strategies with innovative downside protection. We do not have custody of our clients\' accounts and we do not pool accounts. Clients have 24/7 access to their accounts online and receive monthly statements from the custodian and quarterly performance reports from us.
My Location
Background Information
Years of Financial Experience
- 11
Education
- University of Phoenix in Albuquerque (MBA)
- New Mexico State University, Las Cruces, NM (BSEE)
Association Memberships
- Kingdom Advisors
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade Institutional
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them upon request
Registration & Licensing
- CRD/IARD Number: 114077
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Crow Financial Advisors
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Retirement, Charitable
Investment Services
- Strategy Development
Investment Products
- Mutual Funds, Securities, Hedge Fund, REITs, Limited Partnerships
Visit Website - http://www.crowfa.com
