Robert Crowe
Financial Advisor | Investment Consultant

As an independent financial consultant, I am a business owner. And, the continued success of my business can be attributed to the trust and commitment I have earned with my clients.

The aim of my practice is to provide ongoing quality and objective advisory support to my clients. I have chosen to affiliate with an independent broker-dealer because it does not develop its own investment products or ever position itself in competition with me for the client relationships I have developed over the years. LPL Financial, by the way, ranks first as the largest independent broker/dealer in the United States.*
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The independence and ownership that characterizes my practice enables me to devote my time and energies not to product quotas and sales goals, but to understanding the individual financial objectives of my clients. It also means that I can focus my attention more narrowly on building relationships with those for whom my support is most valuable.

​This translates into a clear value over the  alternatives for my services. Independence - along with my attention to a relatively small and committed clientele - translates into greater transparency in terms of my influences and a greater capacity to emphasize client service.
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I enjoy working with nice people who are willing to both engage and delegate in their wealth management needs. My clients are focused on building their wealth, generating income, and preserving the wealth they have earned.

Most of my clients are business owners. Others are successful professionals. I also serve as a representative for retirement plans – assisting plan sponsors with plan design, plan providers, and investment options, while also educating participants on their investment allocations.

Aside from loving what I do professionally for my clients, I have a great interest in history and world affairs. I moved to the United States from the east coast of Canada back in 1995. I enjoy fly-fishing, skiing, biking, and golf.

*As reported by Financial Planning magazine, June 1996-2012, based on total revenues. 
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Experience:

Financial Advisor | Investment Consultant
2009 to Present
LPL Financial
Arlington, VA

Financial Advisor, FPS
2006-2009
Smith Barney
Bethesda, MD

Managing Director | Senior Research Analyst
2001-2006
Rapid Access International, Inc.
Fairfax, VA

​Professional Credentials:

Series 24 - General Securities Principal 

Series 7 - General Securities Registered  Representative 

Series 66 - Uniform State Law and Advisory Exam 

Life, Health and Variable Annuity Insurance Licenses 

Investment Advisor Representative (IAR) in Virginia

Highest Degree Earned:

M.A. in International Affairs, 2001
The Elliott School of International Affairs
The George Washington University