David Crossman
CRD Number: 2221212Current Firm: Bedel Financial Consulting Inc.
Compensation Model: Fee Only
David Crossman (CRD# 2221212) is a Senior Portfolio Manager at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 26 years of experience in the finance industry. David is a Chartered Financial Analyst™ charter holder.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bedel Financial Consulting, Inc. | Indianapolis, IN | Jun 2012 - Current | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1992 |
- CA
- IN
- NC
-
Total Assets Under Management2,137MILLIONS
-
Total Number of Accounts4,806ACCOUNTS
-
Average Account Value$444,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, OH, OR, PA, SC, TN, TX, WA
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