Robert Douglas Crawford

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 07/1996 → Present
  Robert Crawford Consulting Services
  Burbank, CA
• 09/2013 → 05/2021
  U.S. Financial Advisors Llc
  Pasadena, CA
• 09/2013 → Present
  Lpl Financial Llc
  Pasadena, CA
• 05/2021 → Present
  Great Valley Advisor Group, Inc.
  Pasadena, CA

Previous Registrations

• 2013-09-20 → 2021-06-04
  U.S. Financial Advisors
  Glendale, CA
  Pasadena, CA
• 2001-03-20 → 2013-09-27
  Cta Wealth Advisors, Inc.
  Burbank, CA
• 1998-12-15 → 2013-09-20
  Cetera Wealth Services, Llc
  Burbank, CA
  Lancaster, CA
  Burbank, CA
  Pasadena, CA

Other Businesses

1.09/20/2013; Robert Crawford Consulting Services; Property and Casualty; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.09/20/2013; Robert Crawford Consulting Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.07/14/2014; Investment products and services are offered through LPL Financial LLC using the DBA/trade name U.S. Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/10/2014; 50hrs/mth; 50hrs during trading 4.01/17/2018; The Accountancy; Tax Prep/Accounting/CPA; Investment Related; Ste 200 Glendale,CA; Start Date 12/12/2017; 2hrs/mth; 2hrs during trading 5.06/28/2019; US Insurance Brokers LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/03/2019; 2hrs/mth; 2hrs during trading 6.12/02/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name US Wealth Crawford; Investment Related; at Reported Business Location(s); Start Date 10/22/2019; 2hrs/mth; 0hrs during trading 7.05/25/2021; Great Valley Advisor Group, Inc.; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/03/2021; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8.08/03/2026; YMCA of Glendale CA; Non-profit volunteer (not on board); Not Investment Related; Glendale,CA; Start Date 06/01/2026; 2hrs/mth; 0hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-14
• S63 Uniform Securities Agent State Law Examination
  1996-10-24

Designations

• Certified Financial Planner

Other Names

• Bob Crawford