Philip Brian Crawford

Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/1999 → Present
  Philip B. Crawford Co.
  George West, TX
• 01/2002 → 05/2019
  Butler Freeman Tally Financial Group, Llc
  Bedford, TX

Previous Registrations

• 2007-01-05 → 2019-03-29
  Leo Brokerage, Llc
  George West, TX
  George West, TX
• 2004-01-09 → 2006-12-31
  Professional Partners Corporation
• 2002-03-18 → 2003-11-14
  Professional Partners Corporation
  George West, TX

Other Businesses

FARMING AND RANCHING - AG PRODUCTION & PHILIP B. CRAWFORD CO. - ACCOUNTING/TAX SERVICE. NOT INVESTMENT RELATED & 15% OF TIME SPENT. AGENT WITH VARIOUS INSURANCE COMPANIES DOING FIXED INSURANCE SALES, NOT INVESTMENT RELATED ABOUT 15% OF TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-14
• S63 Uniform Securities Agent State Law Examination
  1999-06-22