Brian Cranford, financial advisor Winder GA

Brian Cranford

CRD Number: 5006228
Current Firm: Lincoln Investment

Brian Cranford (CRD# 5006228) is an Investment Advisor Representative working at Lincoln Investment in Winder, GA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Analysts Fort Washington, PA May 2023 - Current < 1
Lincoln Investment Winder, GA Jan 2017 - Current 7
Legend Advisory Corporation Palm Beach Gardens, FL Jun 2015 - Sep 2019 4
Legend Equities Corporation Palm Beach Gardens, FL May 2014 - Jan 2017 2
Lpl Financial LLC Alpharetta, GA Feb 2014 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Brian P. Cranford
Phone Number: 215-887-8111
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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