Todd Crane
Todd Crane is a CFA, CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fullerton, CA, with 14 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
801 East Chapman Ave Ste 104, Fullerton, CA, 92831
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is an associate and registered representative at Crane & Associates, providing administrative support and insurance sales, dedicating full-time hours to this. He also works as an insurance agent selling various insurance products and is an investment advisory representative at Crane Advisory LLC, focusing on financial planning and asset management, also full-time. Finally, Todd is the owner/manager of T Crane Advisory LLC, a holding company, spending minimal time on bookkeeping.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Crane & Associates Wealth Management
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
J.P. Morgan Securities LLCBroker
State Registrations15 states
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