Annette Marie Crowley
Investment adviser representative at LPL Financial LLC
4 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Annette Marie Crowley? Claim your profile
Contact this firm
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
4 years in the industry.
- LPL Financial, LLCApr 2015 to now
- Rockland Trust Investment Management GroupAug 2016 to Aug 2019
- U.S. Financial Advisors, LLCApr 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
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
- 2764390
- Firm CRD
- 6413