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1266 Monterey St
San Luis Obispo CA 93401

(805) 781-3885
william.crew@lpl.com

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Financial Form CRS www.lpl.com/crs

William Henry Crew III, CA Insurance License #0B17626 is a Registered Representative with and securities and advisory services offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Crew Wealth Management, a registered investment advisor and separate entity of LPL Financial.

Financial Planning offered through Crew Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

© 2026 Crew Wealth Management. All rights reserved.