Lois Crichton has been an investment adviser representative at Vandalia Wealth Management since April 2026, and is not listed among the firm’s executive officers or direct owners. Lois Crichton studied at the University of Florida.
Vandalia Wealth Management Incorporated is a Charleston, WV firm with $250M under management, 469 clients and 15 advisers across 6 offices, as of its July 2026 filing.
Lois A. Crichton is Wealth Advisor of Vandalia Wealth. A founder of the firm, she has been in the financial services industry since 1991. She focuses on private client and institutional investment advisory and consulting services. She has served in multiple corporate roles including strategic planning, cash management, and Unit Trust Sales and Trading in Fortune 500 corporations.
Lois Crichton’s longest registration was 20 years at Wells Fargo Clearing Services, LLC (2000–2021). Before joining Vandalia Wealth Management in 2026, Lois Crichton was registered through Wells Fargo Clearing Services, LLC.
- Vandalia WealthCurrent– present · under a yearCharleston, WV · Adviser representative · Firm CRD 340089
- Axxcess Wealth Management, LLCAlso current– present · 5 yearsCharleston, WV · Adviser representative · Firm CRD 164081
- Wells Fargo Clearing Services, LLC– · 20 yearsCharleston, WV · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Lois Crichton is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Texas, in November 2024.
- TexasResidentSince 14 November 2024
- West VirginiaSince 7 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 November 1992 |
| Series 7 | General Securities Representative Examination | 22 September 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lois Ann Crichton
- CRD
- 2132522
- Firm
- Vandalia Wealth Management · CRD 340089
- Office
- 500 CORPORATE LANDING, SUITE 201, Charleston, WV 25311
- Registration
- Investment adviser registration
- In the industry since
- May 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vandaliawealth.com
Where does Lois Crichton work?
Lois Crichton is an investment adviser representative registered through Vandalia Wealth Management Incorporated since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lois Crichton a financial advisor?
Yes. Lois Crichton has a current investment-adviser registration in Texas and West Virginia, through Vandalia Wealth Management since April 2026.
How many years of experience does Lois Crichton have?
Lois Crichton has 33 years in the financial industry, since May 1993, across 3 adviser firms.
What exams has Lois Crichton passed?
Lois Crichton has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1992. FINRA credited Lois Crichton with the SIE, which began in October 2018.
Where did Lois Crichton work before Vandalia Wealth Management?
Before Vandalia Wealth Management, Lois Crichton was registered through Wells Fargo Clearing Services, LLC, October 2000 to August 2021.
Where is Lois Crichton based?
Lois Crichton’s registered office is in Charleston, WV.
Is Lois Crichton registered with FINRA?
No. Lois Crichton has no current broker registration.
How can I verify Lois Crichton’s record?
Search CRD 2132522 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lois Crichton’s full registration record.