Barbara Crane (CRD# 2718752) is an Investment Advisor Representative working at Crane Investments Inc. in Laguna Beach, CA and has over 27 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crane Investments Inc. | Newport Beach, CA | Jan 1992 - Current | 32 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Nov 2014 | 2 |
| First Allied Securities, Inc. | Newport Bch, CA | Mar 1996 - Nov 2014 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management7MILLIONS
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Total Number of Accounts52ACCOUNTS
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Average Account Value$134,797
- 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
CA, TX
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