Richard Kraner, financial advisor Jacksonville FL

Richard Kraner

CRD Number: 2719261
Current Firm: Bdo Wealth Advisors, LLC

Richard Kraner (CRD# 2719261) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bdo Usa, LLP St. Louis, MO Jun 2015 - Current 7
Bdo Wealth Advisors, LLC St. Louis, MO Jun 2015 - Current 7
Stone Carlie Wealth Advisors, LLC St. Louis, MO Dec 2002 - Aug 2015 12
Stone Carlie & Company, LLC St. Louis, MO Dec 2002 - Jun 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Richard F. Kraner
Phone Number: 904.396.4015
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    2,803
    MILLIONS
  • Total Number of Accounts
    3,813
    ACCOUNTS
  • Average Account Value
    $735,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Other
Types of Clients
Registered States

CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

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