David Robert Bockel

Employer firm

Crawford Investment Counsel Inc CRD 110271

$9.14B regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → 12/2017
  Caldwell & Orkin, Inc.
  Norcross, GA
• 11/2009 → 10/2016
  Alps Distributors, Inc.
  Denver, CO
• 07/2018 → 12/2021
  Old Ivy Asset Management, Llc
  Atlanta, GA
• 01/2018 → 06/2018
  Unemployed
  Atlanta, GA
• 04/2021 → 09/2022
  Resource Planning Group, Ltd.
  Atlanta, GA
• 09/2022 → Present
  Crawford Investment Counsel, Inc.
  Atlanta, GA

Previous Registrations

• 2021-04-26 → 2022-10-09
  Resource Planning Group, Ltd.
  Atlanta, GA
• 2018-08-13 → 2021-12-16
  Old Ivy Asset Management
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-21
• S63 Uniform Securities Agent State Law Examination
  2002-05-14

Designations

• Certified Financial Planner