Brian Crane, financial advisor Boise ID

Brian Crane

CRD Number: 7115486
Current Firm: Legacy Wealth Management, LLC

Brian Crane (CRD# 7115486) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Management, LLC Boise, ID May 2019 - Current 3
Lpm Insurance & Agency Boise, ID May 2019 - Current 3
Uber Boise, ID Dec 2017 - Current 4
Lyft Boise, ID Jan 2017 - Current 5
Mass Mutual Meridian, ID Feb 2019 - May 2019 < 1
Northwest Farm Credit Nampa, ID May 2016 - Oct 2018 2
Utah Valley Lawn Care Orem, UT Apr 2015 - Apr 2016 1
Byu Events Custodial Provo, UT Oct 2015 - Mar 2016 < 1
Byu Events Custodial Provo, UT Oct 2014 - Apr 2015 < 1
Byu Baker Provo, UT Jul 2014 - Aug 2014 < 1
Lds Mission Las Vegas, NV Jun 2012 - Jun 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Brian Crane
Phone Number: 208-955-0500
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    2,240
    ACCOUNTS
  • Average Account Value
    $82,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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