Melanie Crane (CRD# 4797513) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 19 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epic Trust Advisors, Llc Dba Lewis Wealth Management | Kennewick, WA | Jan 2017 - Current | 7 |
| Healing Touch Therapy | Ke, WA | Nov 2012 - Current | 11 |
| Appleone | Kennewick, WA | Apr 2016 - Aug 2016 | < 1 |
| Rbc Wealth Management | Kennewick, WA | Sep 2015 - Apr 2016 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jul 2015 | < 1 |
| Morgan Stanley | Kennewick, WA | Oct 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- WA
-
Total Assets Under Management277MILLIONS
-
Total Number of Accounts1,674ACCOUNTS
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Average Account Value$165,736
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, FL, ID, IL, LA, MI, NV, OH, OK, TX, UT, VA, WA, WY
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