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William Crawford

Advisor at Stephens

Updated today
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Firm

Stephens

Location

Fayetteville, AR 72703

Credentials

Series 63, Series 65

Industry experience

1 year

About

William Crawford is a financial advisor at Stephens with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at 49 Financial and Strategic Financial Partners. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a structured investment process with centralized committees and affiliated sub-advisors, offering a range of strategies and specialized programs such as a Small-Mid Cap SMID program.

Client services

Based on Stephens

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Stephens

Wealth management

Occupation focus

Based on Stephens

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees on a 'per job' basis for certain services, negotiated in advance

Commissions

Markups and markdowns on fixed income transactions up to 0.065% of par value; commissions on trades executed away from Pershing; sales concessions and underwriting fees included in offerings; no commissions on trades executed through Stephens with Pershing for wrap programs

Project-based

Consulting services may be provided with fixed fee, annual fixed fee paid quarterly, or annual fee based on percentage of assets; fees negotiated in advance

Performance-based

Performance fee arrangements available for qualified clients; rates negotiated on individual basis; performance fees typically invoiced annually

Other

Minimum fee: A minimum fee is assessed per account (specific amount not stated)

Location

3425 Futrall Drive, Suite # 201

Fayetteville, AR 72703

Most active in

Arkansas · Texas

Work history

Stephens

2025 - Present (1 year)

Stephens Inc.

2025 - 2025 (1 year)

Unemployed

2025 - 2025 (1 year)

49 Financial

2024 - 2024 (1 year)

Strategic Financial Partners

2023 - 2023 (1 year)

ChemServe Sustainability LLC

2022 - 2022 (1 year)

Little Rock Racquet Club

2021 - 2021 (1 year)

University of Arkansas

2020 - 2024 (4 years)

Pleasant Valley Country Club

2019 - 2020 (1 year)

Pleasant Valley Country Club

2018 - 2018 (1 year)

Unemployed Minor

2002 - 2018 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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