Tammy Cranford, financial advisor Calera OK

Tammy Cranford

CRD Number: 4326576
Current Firm: Avantax Advisory Services

Tammy Cranford (CRD# 4326576) is an Investment Advisor Representative working at Avantax Advisory Services in Calera, OK and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Denison, TX Jul 2014 - Current 9
Avantax Insurance Agency, LLC Denison, TX Mar 2006 - Current 18
Avantax Investment Services, Inc. Denison, TX Nov 2001 - Current 22
Dextar Ward And Associates Denison, TX Jul 2000 - Oct 2019 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Tammy R. Cranford
Phone Number: 972-870-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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