Roger Edward Crook
Investment adviser representative at Altura Wealth Advisors
15 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$234.9MFirm 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
- Pension consulting
Experience
15 years in the industry.
- Altura Wealth AdvisorsOct 2025 to now
- Lcw Services, LLC d/b/a Altura Wealth AdvisorsOct 2025 to now
- Purshe Kaplan Sterling Investments, Inc.Oct 2025 to Feb 2026
- Northwestern Mutual Investment Services, LLCFeb 2011 to Oct 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Altura Wealth Advisors
Legal name: Lcw Services, LLC
$234.9MAssets managed
261Clients
4Advisers
1 yearIn 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
- 5667037
- Firm CRD
- 337998