Ellen Crandell, financial advisor Lancaster TX
93 score

Ellen Crandell

CRD Number: 5497686
Current Firm: H.d. Vest Advisory Services, Inc.

Ellen Crandell (CRD# 5497686) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lancaster, TX and has over 8 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Lancaster TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Connor Ambrose, financial advisor Lancaster TX
Connor A. Ambrose
CRD# 5763812
Summit Financial Group Inc.
Score
104
Similar Advisors
R Scott Boyles, financial advisor Lancaster TX
R Scott Boyles
CRD# 4746252
Brightscape Investment Centers
Score
103
Company Name Location Dates Years
H.d.vest Advisory Services Irving, TX Mar 2012 - Current 4
Hd Vest Investments Irving, TX Sep 2011 - Current 5
Wells Fargo Advisors LLC Desoto, TX Jan 2011 - Oct 2011 < 1
Wells Fargo Bank, N.a. Desoto, TX Aug 2006 - Oct 2011 5
Wells Fargo Investments, LLC Desoto, TX Feb 2008 - Jan 2011 2
Kathleen's Sky Diner (kathleen's Inc) University Park, TX Dec 2008 - Dec 2010 2
Unemployed Lancaster, TX Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Ellen C. Crandell
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.