BC
CFP
BC
CFP

Brian Crane

26 Years of Experience
Melbourne, FL
Broker

Brian Crane is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Melbourne, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1160 Broadband Drive, Suite 1F, Melbourne, FL, 32901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is an independent contractor and owner at Crane Private Wealth Group, LLC, dedicating about half of his time to wealth management and financial planning. He also owns Crane Real Estate Christmas, LLC, leasing agricultural land, and is CEO of Crane Real Estate Holdings, LLC, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2017 - Present · 8 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2017 - Present · 8 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
March 2009 - December 2017 · 8 yrs 9 mos
Raymond James & Associates, INC.Broker
March 2009 - December 2017 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1999 - March 2009 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - March 2009 · 9 yrs 5 mos
State Registrations21 states
ALCACOCTFLGAKYLAMAMIMNMONCNJNYOHPASCTNVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Crane - Financial Advisor | TrueAdvisor