Paul CraneCRD Number: 6684585
Current Firm: Fidelity Personal And Workplace Advisors
Paul Crane (CRD# 6684585) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 4 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Fidelity Brokerage Services LLC||Seattle, WA||Jul 2016 - Current||5|
|California Polytechnic State University||San Luis Obispo, CA||Sep 2012 - Jun 2016||3|
|Nordstrom Inc.||Seattle, WA||Jun 2015 - Aug 2015||< 1|
|Nordstrom, Inc.||Seattle, WA||Jul 2014 - Aug 2014||< 1|
|Cal Poly Associated Students Inc.||San Luis Obispo, CA||Oct 2013 - Jun 2014||< 1|
|Nordstrom, Inc.||Seattle, WA||Jul 2013 - Aug 2013||< 1|
|Nordstrom, Inc.||Seattle, WA||Dec 2012 - Jan 2013||< 1|
|Nordstrom, Inc.||Seattle, WA||Jun 2012 - Aug 2012||< 1|
|Student||Seattle, WA||Jun 2006 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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