Benjamin Daniel Crofford
Investment adviser representative at Advice and Planning Services
8 yearsExperience
3 statesRegistered in
$37.9BFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to now
- TIAAOct 2023 to now
- Ernst & Young Investment Advisers LLPMay 2023 to Jul 2023
- Tapfin/eyMay 2023 to Jul 2023
- UnemployedFeb 2023 to May 2023
- USAA Investment Services CompanyOct 2022 to Feb 2023
- UnemployedJun 2022 to Oct 2022
- Charles Schwab & Co., Inc.Aug 2021 to Apr 2022
- Avantax Advisory ServicesMay 2021 to Jul 2021
- Avantax Investment Services, Inc.May 2021 to Jul 2021
- UnemployedJan 2021 to Mar 2021
- J.P. Morgan Securities LLCJan 2020 to Feb 2021
- Charles Schwab & Co., Inc.Apr 2018 to Oct 2019
- UnemployedJan 2018 to Apr 2018
- TD Ameritrade Investment Management, LLCJul 2015 to Jan 2018
- TD Ameritrade, Inc.Apr 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (AL, TX, VT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 6275807
- Firm CRD
- 20472