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Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
    • -College Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
William Allan, LLC 2 years, 7 months Jan 2014 - Present
Fifty-Six Group 11 years, 11 months Jan 2002 - Dec 2013
Are You
Marcus Brendan Crawshaw?
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Designations & Memberships

  • Certified Retirement Counselor
    Designation
    Certified Retirement Counselor
    Bachelors degree or equivalent with two years relevant professional experience (within the past five years) or high school diploma or equivalent with five years relevant professional experience (within the past seven years); Passing a background check.

Articles and Answers

Insights by Marcus Crawshaw

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on April 7, 2015
    • $5.8M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 28
      number of clients
    • $207.9K
      Estimated Average Account Balance Per Client

William Allan, LLC

Last updated on March 29, 2016
    • $45.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 370
      Accounts
    • $122.0K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.
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