828 8th Avenue, Lewiston, Idaho 83501
Tel: (208) 746-3270 Fax: (208) 743-9514
Our Mission: YOUR Financial Security.
Our associates have been helping local people achieve their financial goals since 1955.
David L. Crawford
David L. Crawford has been in the insurance and financial services industry since earning a Bachelors' Degree in Business Administration from Idaho State University in 1986. He and his wife, Melinda, have been residents of the Lewis Clark since 1993. They have two sons, ages four and two. Dave is long-time active supporter of charitable organizations, especially those dedicated to low income, elderly, and disabled citizens.
Securities Licenses (Idaho, Washington, and Arizona):
· Series 7 (General Securities)
· Series 26 (Investment Company and Variable Contracts Principal)
· Series 63 (Uniform State Law),
· Series 65 (Registered Investment Advisor Representative)
Insurance licenses (Idaho and Washington):
· Property
· Casualty
· Life
· Disability
Continuing Education
· Graduate Agency Management Training Council through the General Agency Managers Association (GAMA)
· Certificate in General Insurance through the Insurance Institute of America
· On schedule to complete coursework for Certified Financial Planner (CFP) designation through the College for Financial Planning
Community Involvement:
· Past President of Christmas in April * Lewis Clark Valley - an organization dedicated to improving the living conditions of low-income elderly and disabled valley residents
· Past President of the Lewis-Clark Association of Insurance and Financial Advisors
· Member of the Clearwater Estate Planning Council
· Member Lewiston Chamber of Commerce
CA (Clifford Associates) Financial Services is independently owned and operated. This location is an Office of Supervisory Jurisdiction for Symetra Investment Services, Inc.