Morgan T Crawford

Employer firm

Headland Capital CRD 332277

$559M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2017 → 10/2017
  Unemployed
  Cary, NC
• 05/2016 → 08/2017
  Pm Financial Group
  Dublin, OH
• 10/2017 → 06/2026
  Lpl Financial Llc
  Mount Pleasant, SC
• 09/2021 → 12/2024
  Maryland Financial Group, Inc. Dba Coastal Wealth Management
  Mount Pleasant, SC
• 12/2024 → Present
  Headland Capital, Llc
  Mount Pleasant, SC

Previous Registrations

• 2021-10-01 → 2024-12-18
  Maryland Financial Group, Inc.
  Mount Pleasant, SC
  Rockville, MD

Other Businesses

(1.) Coastal Wealth Management; Investment Related; At Reported Business Location(s); DBA for Headland Capital; Start Date: 10/1/2017; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; DBA (2.) TruChoice Financial Group; Investment Related; At Reported Business Location(s); Non-Variable Insurance; Insurance Agent; Start Date: 3/19/2019; 4 hours devoted monthly; 4 hours devoted monthly during trading hours; Writing and Selling of Insurance Policies. Life and Disability Insurance Sale and Servicing.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-20

Designations

• Certified Financial Planner