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Larry Winford Crosthwaite

Investment adviser representative at Benjamin F. Edwards Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$705.4MFirm assets
8 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
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Benjamin F. Edwards Wealth Management, LLCSep 2021 to now
  2. Robert W. Baird & Co. IncorporatedOct 2019 to Sep 2021
  3. J.J.B. Hilliard, W.L. Lyons, LLCApr 2009 to Sep 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 2 states (KY, TX).

Benjamin F. Edwards Wealth Management, LLC

$705.4MAssets managed
1,104Clients
6Advisers
8 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
3083003
Firm CRD
297750
Advisor's SEC record (opens in a new tab)
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