Richard Crandall (CRD# 5694537) is an Investment Advisor Representative working at Epi Financial Group in Troy, MI and has over 14 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epi Group, LLC | Troy, MI | Sep 2017 - Current | 6 |
| Epi Financial Group Llc Dba Epi Financial Group | Troy, MI | Dec 2014 - Current | 9 |
| Epi Protection, LLC | Troy, MI | May 2005 - Current | 18 |
| Epi Advisors, LLC | Troy, MI | Dec 2014 - Aug 2020 | 5 |
| Crandalling, Inc. | Farmington Hills, MI | Dec 2005 - Dec 2018 | 13 |
| Estate Planning Institute Group, LLC | Troy, MI | Oct 2000 - Sep 2017 | 16 |
| Estate Planning Institute Group, LLC | Troy, MI | Oct 2014 - Dec 2015 | 1 |
| Epi Advisors, LLC | Southfield, MI | Mar 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- FL
- LA
- MI
- OH
- TN
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$108,721
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, LA, MI, OH, TN, TX
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 derived from SEC.gov data covering 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.
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.