Charles David Crouch

Employer firm

Agp Franklin, LLC CRD 331699

$247M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2002 → 10/2024
  Raymond James Financial Services, Inc.
  Franklin, TN
• 01/2009 → 10/2024
  Raymond James Financial Services Advisors, Inc.
  Franklin, TN
• 07/2011 → 10/2024
  Aspen Grove Asset Management
  Franklin, TN
• 10/2024 → Present
  Agp Franklin, Llc Dba Aspen Grove Asset Management
  Franklin, TN

Previous Registrations

• 2009-01-02 → 2024-10-02
  Raymond James Financial Services Advisors, Inc
  Franklin, TN
• 2004-03-16 → 2009-01-02
  Raymond James Financial Services, Inc.
  Brentwood, TN
  Franklin, TN
  Brentwood, TN

Other Businesses

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-22
• S63 Uniform Securities Agent State Law Examination
  1991-04-29

Other Names

• Dave Crouch