Evangeline Craner, financial advisor San Marcos CA
81 score

Evangeline Craner

CRD Number: 5416590
Current Firm: Unionbanc Investment Services, LLC

Evangeline Craner (CRD# 5416590) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Marcos, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Union Bank San Marcos, CA Aug 2012 - Current 4
Unionbanc Investment Services San Marcos, CA Aug 2012 - Current 4
Unemployed Murrieta, CA Oct 2010 - Aug 2012 1
Wells Fargo Institutional Securities Irvine, CA Nov 2009 - Oct 2010 < 1
Wells Fargo Bank N.a. San Diego, CA Aug 2009 - Nov 2009 < 1
Wells Fargo Investments San Diego, CA Sep 2007 - Nov 2009 2
Wells Fargo Bank San Diego, CA Jan 2006 - Aug 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Evangeline T. Craner
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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