Braxton Todd Crabtree

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 02/2024 → 05/2024
  Wells Fargo Clearing Service
  St Louis, MO
• 08/2014 → 08/2018
  Holt Highschool
  Wentzville, MO
• 08/2018 → 08/2023
  University Of Missouri St. Louis
  St. Louis, MO
• 05/2023 → 02/2024
  Vantage Credit Union
  Weldon Spring, MO
• 11/2024 → Present
  Vantage Credit Union
  Weldon Spring, MO
• 11/2024 → Present
  Lpl Financial
  Saint Charles, MO
• 05/2024 → 11/2024
  Unemployed
  Lake St. Louis, MO

Other Businesses

1-01/2025 / Vantage Credit Union / Financial Institution Duty / INV RLTD / 25 HRS MNTH / 1 HR DURING TRADING / START 11/14/2024 2- 01/2025 / Vantage Investment Services Group / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC

Exams

• S66 Uniform Combined State Law Examination
  2025-06-23

Other Names

• Braxton Crabtree