Richard Kranz (CRD# 1121438) is an Investment Advisor Representative working at Portfolio Management, LLC in Austin, TX and has over 40 years of experience in the finance industry. Richard Kranz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Management | Sugar Land, TX | Jul 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
- LA
- TX
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts334ACCOUNTS
-
Average Account Value$419,657
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
LA, TX
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