Charles David Crouch
Investment adviser representative at Agp Franklin, LLC
24 yearsExperience
1 stateRegistered in
$247.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Agp Franklin, LLCOct 2024 to now
- Agp Franklin, LLC dba Aspen Grove Asset ManagementOct 2024 to now
- Aspen Grove Asset ManagementJul 2011 to Oct 2024
- Raymond James Financial Services Advisors, Inc.Jan 2009 to Oct 2024
- Raymond James Financial Services, Inc.Nov 2002 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TN).
Agp Franklin, LLC
$247.1MAssets managed
456Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2122991
- Firm CRD
- 331699