Morgan T Crawford
Investment adviser representative at Headland Capital
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$559.3MFirm 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 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
Experience
10 years in the industry.
- Headland Capital, LLCDec 2024 to now
- Maryland Financial Group, Inc. dba Coastal Wealth ManagementSep 2021 to Dec 2024
- LPL Financial LLCOct 2017 to Jun 2026
- UnemployedAug 2017 to Oct 2017
- Pm Financial GroupMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
Headland Capital
Legal name: Headland Capital, LLC
$559.3MAssets managed
656Clients
10Advisers
2 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
- 6483087
- Firm CRD
- 332277