Advisor at Crocker Capital, LLC
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Firm
Crocker Capital, LLC
Location
Cooper City, FL
Credentials
Series 65
Industry experience
10 years
John Crocker is a financial advisor with Crocker Capital, LLC in Cooper City, FL, holding a Series 65 designation and 10 years of industry experience. He previously worked at Crocker, White & Frishberg Insurance Agency and Elisea Frishberg Advisory Group, and was involved with Financial Media Global Florida, LLC. Outside of his advisory role, he participates as an independent sales affiliate with GIVERS University-CA LLC, which distributes nutrient dense food products and training courses. Crocker Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines fundamental, technical, and cyclical analysis with a value-oriented, strategic asset allocation approach and offers educational programs including multi-week option courses and public workshops.
Based on Crocker Capital, LLC
Financial planning and consulting services charged as fixed fees generally ranging from $500 to $3,000; Financial Literacy Mentoring Program fee $9,997; Options Class $1,997; Workshops $497.
$1 - $250,000: 2.00% $250,000 - $1,000,000: 1.75% $1,000,000 - $1,500,000: 1.30% $1,500,000 - $2,500,000: 1.00% $2,500,000+: Negotiable
Pro-rated hourly fee of $250 per hour for financial planning and consulting work if terminated after five business days.
Options trading video subscription service $2,497 annually ($624.25 quarterly); Stock trading video subscription service $2,497 annually ($624.25 quarterly).
Fee-only: Financial Planning & Consulting services offered under fixed fee arrangements generally ranging from $500 to $3,000; Financial Literacy Mentoring Program $9,997; Options Class $1,997; Options and Stock Video Subscription Services $2,497 annually; Workshops $497 per event.
Cooper City, FL
Florida · Texas
Crocker Capital, LLC
2019 - Present (7 years)
Crocker, White & Frishberg Insurance Agency
2017 - 2020 (3 years)
Elisea Frishberg Advisory Group
2015 - 2019 (4 years)
Financial Media Global Florida, LLC
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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