Roy Cranman, financial advisor Jacksonville FL

Roy Cranman

CRD Number: 1001510
Current Firm: Tlg Advisors, Inc.

Roy Cranman (CRD# 1001510) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Jacksonville, FL and has over 40 years of experience in the finance industry.

Similar Advisors
Catherine Stone, financial advisor Jacksonville FL
Catherine L. Stone
CRD# 2725491
Ameriprise Financial Services, LLC
Similar Advisors
Margo Abdo, financial advisor Jacksonville FL
Margo Abdo
CRD# 2581945
Deutsche Bank Securities Inc.
Similar Advisors
Obyda Abushaib, financial advisor Jacksonville FL
Obyda Abushaib
CRD# 6942351
Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Capital Creation & Protection Inc Dba Wealth Risk Management Marietta, GA Jan 2014 - Current 9
The Leaders Group, Inc. Littleton, CO Sep 2011 - Current 11
Capitas Distributors, Inc. Minneapolis, MN Sep 2011 - Jan 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Roy M. Cranman
Phone Number: 888-371-0013
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,104
    MILLIONS
  • Total Number of Accounts
    3,064
    ACCOUNTS
  • Average Account Value
    $360,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.