Advisor at Waypoints Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Waypoints Financial
Location
Sebring, FL 33870
Credentials
Series 63, Series 65
Industry experience
29 years
Thomas Crutchfield is a financial advisor at Waypoints Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at WFG Investments Inc. from 2011 to 2017 before joining Waypoints Financial in 2009. Outside of advising, he serves on the board of Crutchfield Groves, Inc., a holding company for owner-financed properties. Waypoints Financial is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, banks, and business entities. The firm offers discretionary portfolio management and standalone financial planning, using fundamental, technical, and cyclical analysis with a range of strategies, including long- and short-term equity positions and margin borrowing.
Based on Waypoints Financial
Based on Waypoints Financial
Up to $10,000 for broad-based financial planning services, negotiable
Up to $300 per hour, negotiated and agreed upon in advance
149 East Center Avenue
Sebring, FL 33870
Florida
WFG Investments Inc
2011 - 2017 (6 years)
Waypoints Financial Llc
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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
Sebring, FL
Second Half Financial Partners, LLC
Series 63, Series 65
Sebring, FL
Waypoints Financial
Series 63, Series 66
Sebring, FL
Second Half Financial Partners, LLC
CFP®, Series 63, Series 65
Sebring, FL
Waypoints Financial
Series 63, Series 65
Sebring, FL
Second Half Financial Partners, LLC
Series 66
Avon Park, FL
Synergy Investment Management LLC
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