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Information

Other Names: Marcus Crawshaw
Firm:
Type: RIA
Description

Marcus Crawshaw is a financial professional at William Allan, LLC, a $21M RIA based in Woodland Hills, CA. Marcus has held an industry securities registration for 12 years and is subject to SEC oversight.

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Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Marcus Brendan Crawshaw has not answered any questions on Financial Q&A.

Top Guides

Marcus Brendan Crawshaw has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Advisor Information

Articles/Publications

The Owner Only 401(k): The Asset That Keeps On Giving

A summary that focuses on the loan provision of an owner only 401k plan and how if properly utilized can assist a business owner in their number one goal: grow their capital!

Great Opportunity: Rollover To An IRA

Without going into great numbers detail, this one page write-up captures when the opportunity presents itself, why it is wise to roll over 401k assets into an IRA.

The Forgotten Half Million: An Analysis of ROTH vs. Traditional Accounts

This paper helps to clarify which account type, ROTH or Traditional Retirement Account(s), makes more sense for most people. More to the point, under which scenario, using today's metrics (i.e., tax rates, etc.) will provide a greater amount of capital when it is all said and done.

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Advisor Assets Under Management

help text
$5.8M
Total Assets
28
Clients
$207.9K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

Individuals
High Net Worth Individuals
Corporations or Other Businesses

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

Employer Years Dates
William Allan, LLC 3 months, 2 weeks Jan 2014 - Present
Fifty-Six Group 11 years, 11 months Jan 2002 - Dec 2013
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of , and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 12/21/2000

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.