Roy CranmanCRD 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.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management1,104MILLIONS
Total Number of Accounts3,064ACCOUNTS
Average Account Value$360,284
- 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
- Selection of other advisers (including private fund managers)
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
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