Daniel Eric Sexton
Investment adviser representative at Rs Crum Inc.
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$720.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Rs Crum Inc.Apr 1996 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rs Crum Inc.
Legal name: R. S. Crum, Inc.
$720.7MAssets managed
332Clients
6Advisers
15 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
- 5314524
- Firm CRD
- 158621