Samantha Crawford

Client Services Specialist at Pensionmark Financial Group

Samantha Crawford's Professional Contact Details

Email (Verified)
****@pensionmark.com
HQ
(888) 748-7815
Location
Bakersfield, California, US
Company
Pensionmark Financial Group
Person Seniority
entry

Samantha Crawford's Current Company Details

Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 2,000 corporate retirement plans under advisement. With 215 ad...
Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 2,000 corporate retirement plans under advisement. With 215 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their retirement plan needs and obligations. Pensionmark was named as the PLANSPONSOR Retirement Plan Advisor Team of the Year by PLANADVISER Magazine (1), and ranked No. 50 among financial services firms and No. 826 overall in the 2013 Inc. 500|5000 list (2). (1) September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels (2) Ranked according to percentage three-year revenue growth. Companies must have been founded and generating revenue by March 31, 2009, be U.S.-based, privately held, for profit, and independent as of December 31, 2012. The minimum revenue required for 2009 is $100,000; the minimum for 2012 is $2 million.) Pensionmark Financial Group, LLC ("Pensionmark") is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
Founded Year
1988
Organization Website
pensionmark.com
Organization Languages
English
Organization Revenue
35000
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Job Functions

Operations
Consulting
Education
Business Development
Media And Commmunication
Administrative
Sales
401 profit sharing
executive deferred compensation
defined benefit pension
notforprofit
wealth management
retirement planning
financial planning
finance
investment management

Samantha Crawford's Work History and Education

Pensionmark Financial Group
Client Services Specialist
2014 - Present

Colleagues at Pensionmark Financial Group

Operations Assistant
Managing Director
Director of Investments & Technology

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