Unclaimed Profile

Thomas Scott Crutchfield

WAYPOINTS FINANCIAL, LLC·SEBRING, Florida

SIE, Series 7, Series 63, Series 6524 years registeredWAYPOINTS FINANCIAL, LLC

149 EAST CENTER AVENUE, SEBRING, FL 33870CRD# 2846546Firm CRD# 157494

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Scott Crutchfield · SEBRING, FL

Registration

CRD #2846546 · WAYPOINTS FINANCIAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WAYPOINTS FINANCIAL

Mar 2012 – present

WFG ADVISORS, LP

Jun 2011 – Mar 2017

SEBRING, FL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Apr 2009 – Jul 2011

SEBRING, FL

WACHOVIA SECURITIES, LLC

Jan 2008 – Mar 2009

SEBRING, FL

A. G. EDWARDS & SONS, INC.

Sep 2001 – Jan 2008

SEBRING, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 7, 2001

Years registered · 24

Disclosure History

2006Customer Dispute·Closed-No Action

2003Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

WAYPOINTS FINANCIAL, LLC

CRD 157494 · SEC 801-130707

AUM

$115M

Regulatory assets under management

Employees

614 client accounts

Services offered by WAYPOINTS FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYPOINTS FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Scott Crutchfield offer?

Thomas Scott Crutchfield specializes in Financial Planning, Investment Management. Contact their office in SEBRING, Florida for a consultation.

What are Thomas Scott Crutchfield's credentials?

Thomas Scott Crutchfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Scott Crutchfield located?

Thomas Scott Crutchfield is based in SEBRING, Florida, working with WAYPOINTS FINANCIAL, LLC. Their office serves clients in the SEBRING metropolitan area and surrounding communities.

How does Thomas Scott Crutchfield charge for services?

Thomas Scott Crutchfield's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAYPOINTS FINANCIAL, LLC?

WAYPOINTS FINANCIAL, LLC has approximately 6 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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