Crawford McGill, CFP^®

CRPC^®, AAMS^®

Financial Planner

Ameriprise Financial Services, LLC

5718 Westheimer Rd, 1000
Houston, TX 77057

FINANCIAL ADVISOR'S WEBSITE

http://www.ameripriseadvisors.com/crawford.m.mcgill/?video=d472160245f4fed8e0113ef06a30549b

(713) 260-5855

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$250,000

General

Crawford McGill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Houston, TX and the surrounding communities.

Financial Advisor Overview

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

Financial Advisor Experience

I have 15 years of experience in the Financial Service Industry. I attended Hampton University and received a B.S. in Business Management and completed the Certified Financial Planner Education Program at Rice University. I have also received my Chartered Retirement Planning Counselor® (CRPC®) and Accredited Asset Management Specialist® (AAMS®) designations from the College for Financial Planning. Additionally, I received the professional title of Business Financial Advisor from my company.

I am currently an Associate Vice President with Ameriprise Financial in a team practice, Boston, McGill, Rumbaugh & Associates.

Awards & Recognition

FIVE STAR Wealth Manager, 2013
Triple Crown Award, 2008
Outstanding Financial Advisor Award, 2004, 2005, 2010
Financial Planning Leader Award, 2005
Ameriprise Mercury Award, 2002

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Chartered Retirement Planning Counselor (CRPC^®), A

Insurance Licenses

Life insurance

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

FINRA BrokerCheck

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Career Change, Estate Planning, Getting Divorced, Mutual Funds, Insurance, Job Loss, Startup, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes