Cranston GesellCRD Number: 1182387
Current Firm: Professional Planning
Cranston Gesell (CRD# 1182387) is an Investment Advisor Representative working at Professional Planning in Thousand Oaks, CA and has over 28 years of experience in the finance industry. Cranston Gesell 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.
Fried Asset Management, Inc.
Greyfox Investors LLC
Felicitas Investors LLC
|Mutual Securities Inc.||Thousand Oaks, CA||Jun 2009 - Current||7|
|Professional Planning||Thousand Oaks, CA||Jul 2000 - Current||16|
|Sun Financial Group||Woodland Hills, CA||Jan 1987 - Current||29|
|Royal Alliance Associates, Inc.||Thousand Oaks, CA||Jan 2000 - Jun 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1987|
|S66||NASAA Uniform Combined State Law Examination||May 2000|
Total Assets Under Management233MILLIONS
Total Number of Accounts1,244ACCOUNTS
Average Account Value$187,279
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
AZ, CA, TX
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