Michael T Crump
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$79.8BFirm 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.
- Kestra Advisory Services, LLCMay 2024 to now
- Kestra Investment Services, LLCMay 2024 to now
- Truist Advisory Services, Inc.Jan 2023 to May 2024
- Truist Investment Services, Inc.Feb 2021 to Jan 2023
- Bb&tJan 2019 to Jun 2020
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t Investment Services, Inc.May 2016 to Jun 2020
- Bb&t BankMay 2016 to Jan 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6658682
- Firm CRD
- 283330