Garrison Crown
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCNov 2025 to now
- Synergy Asset ManagmentSep 2025 to Nov 2025
- UnemployedApr 2025 to Sep 2025
- Exchangeright Real EstateJan 2022 to Apr 2025
- Waukee School District of IowaSep 2021 to Dec 2021
- Northpoint ChurchJun 2018 to Sep 2021
- University of Northwestern St. PaulAug 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7726248
- Firm CRD
- 6413