Richard Kranz, financial advisor Sugar Land TX
96 score

Richard Kranz

CRD Number: 1121438
Current Firm: Portfolio Management, LLC

Richard Kranz (CRD# 1121438) is an Investment Advisor Representative working at Portfolio Management, LLC in Sugar Land, TX and has over 33 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.

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Professional Designations
Company Name Location Dates Years
Portfolio Management Sugar Land, TX Jul 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Richard W. Kranz
Phone Number: 281-494-1919
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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Clean Record
This advisor has a clean track record with regulators.

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