Paige Franklin Crisp
Investment adviser representative at LPL Financial LLC
22 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCOct 2025 to now
- Truliant Federal Credit UnionOct 2025 to now
- UnemployedJul 2025 to Oct 2025
- Truist Advisory Services, Inc.Feb 2021 to Jul 2025
- Truist Investment Services, Inc.Feb 2021 to Jul 2025
- Suntrust Advisory Services, IncNov 2020 to Feb 2021
- Suntrust BankDec 2019 to Feb 2021
- Suntrust Investment Services, Inc.Dec 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t Investment Services, Inc.Aug 2004 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2418572
- Firm CRD
- 6413