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Terry Lee Crawford

TULL FINANCIAL GROUP, INC.·CHESAPEAKE, Virginia
Series 65Clean record9 years registeredTULL FINANCIAL GROUP, INC.
640 INDEPENDENCE PARKWAY, CHESAPEAKE, VA 23320-5205CRD# 6457662Firm CRD# 112235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Lee Crawford · CHESAPEAKE, VA
Registration
CRD #6457662 · TULL FINANCIAL GROUP, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

PROCYON
May 2021 – present
PROCYON INSTITUTIONAL PARTNERS, LLC
May 2021 – Dec 2021
VIRGINIA BEACH, VA
PIVOTAL PLANNING GROUP, LLC
Dec 2019 – Jul 2021
VIRGINIA BEACH, VA
TULL FINANCIAL GROUP, INC.
Sep 2016 – Jul 2018
CHESAPEAKE, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 26, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TULL FINANCIAL GROUP, INC.
CRD 112235 · SEC 801-61759
AUM
$281M
Regulatory assets under management
Employees
9
985 client accounts
Services offered by TULL FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TULL FINANCIAL GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Terry Lee Crawford offer?
Terry Lee Crawford specializes in Financial Planning, Investment Management. Contact their office in CHESAPEAKE, Virginia for a consultation.
What are Terry Lee Crawford's credentials?
Terry Lee Crawford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Lee Crawford located?
Terry Lee Crawford is based in CHESAPEAKE, Virginia, working with TULL FINANCIAL GROUP, INC.. Their office serves clients in the CHESAPEAKE metropolitan area and surrounding communities.
How does Terry Lee Crawford charge for services?
Terry Lee Crawford'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 TULL FINANCIAL GROUP, INC.?
TULL FINANCIAL GROUP, INC. has approximately 9 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TULL FINANCIAL GROUP, INC.

Robert White Tull
CHESAPEAKE, VA

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