Investments - Retail Investment Brokers
Click here to see a complete list of our brokers.
Crews & Associates Inc. is a wholly owned, non-bank affiliate of First Security Bancorp. Through our retail investment brokers who work around the state, we assist potential and existing clients with their investment decision process.
Our retail investment professionals offer advice on fixed income and equity products and maintain access to life insurance products and annuities. When given the opportunity, we will work with you to develop a complete assessment of your financial needs and provide many resources through which to achieve your goals:
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FINRA Mutual Fund Analyzing and Search Tools
Mutual Fund Expense Analyzer Tool - Analyzing Fund Fees and Expenses
Mutual funds have expenses that are paid by investors through the mutual fund company deducting amounts periodically. Mutual funds within the same family, mutual fund company, or investment objectives have different expenses. The FINRA has developed this tool to help you compare how these expenses can reduce returns.
You can calculate and compare the expenses of up to three funds or classes of a single fund. The mutual fund prospectus contains expense amounts, sales charges and conversion information pertinent to these calculations.
See the Mutual Fund Expense Analyzer: http://apps.finra.org/investor_Information/ea/1/mfetf.aspx
Mutual Fund Breakpoint Search Tool – Researching Breakpoint Schedules
An investor now has the ability to determine if a mutual fund that has a front-end sales charge offers discounts for larger investments. The discounts that may be available are called "breakpoints."
The FINRA has developed the Mutual Fund Breakpoint Search Tool to search for “breakpoint” schedules and linkage information of mutual funds with front-end sales charges to ensure that investors are provided discounts where applicable. The tool enables a search to be performed of NSCC’s Mutual Fund Profile database for key information related to mutual fund sales charges.
See the Mutual Fund Breakpoint Search Tool: http://www.finra.org/fundsearch
Disclaimer
The Mutual Fund Expense Analyzer tool and the Mutual Fund Breakpoint Search Tool are to be used for information purposes only, does not constitute investment advice, provides estimates of future performance, and cannot predict any securities' growth. Consult with a financial professional before investing. Crews & Associates, Inc. and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by these tools and are not responsible for any human or mechanical errors or omissions.
If you want to develop a personalized investment strategy, see below to find out more about each of our investment brokers. Or call 800-766-2000, ext. 2249 or e-mail us for more information.
- Jack Bailey, Client Services Administrator, Springdale, AR
- Alex Behel, Account Executive, Searcy, AR
- Danny Brightwell, Account Executive, Cabot, AR
- Barry Burch, Account Executive, Searcy, AR
- Chad Carroll, Client Service Administrator, Little Rock, AR
- Tyler Fowlkes, CFA, Account Executive, Mountain View, AR
- Tony Henderson, Account Executive, Conway, AR
- Matthew Machen, Account Executive, Fayetteville, AR
- Matthew Martin, Account Executive, Heber Springs, AR
- Tammy Marts, Brokerage Assistant, Mountain Home, AR
- Allen McKay, Account Executive , Springdale, AR
- Stephen Raborn, Account Executive, Little Rock, AR
- Chris Robinson, Account Executive, Mountain Home, AR
- R. Matthew Wylie, Account Executive, Clarksville, AR
Investments are available only through Crews & Associates, Inc., a wholly owned, non-bank affiliate of First Security Bancorp. Crews & Associates, Inc. may only transact business in states in which it is licensed or those locations from which it is excluded or exempt from state broker-dealer requirements. Crews & Associates, Inc. is licensed in all states except Alaska and Hawaii.