BC
BC

Brian Cranford

19 Years of Experience
Winder, GA
Broker

Brian Cranford is a registered investment advisor at Capital Analysts, based in Winder, GA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

315 Resource Place, Winder, GA, 30680

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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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Employment History
Current Registrations
Capital Analysts
June 2023 - Present · 3 yrs 1 mo
Lincoln Investment
June 2017 - Present · 9 yrs 1 mo
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Legend Advisory, LLC
July 2015 - October 2019 · 4 yrs 3 mos
Legend Equities CorporationBroker
May 2014 - January 2017 · 2 yrs 8 mos
LPL Financial LLCBroker
April 2014 - May 2014 · 1 mo
The Leaders Group, INC.Broker
June 2007 - January 2014 · 6 yrs 7 mos
Tower Square Securities, INC.Broker
January 2007 - June 2007 · 5 mos
Legend Equities CorporationBroker
November 2005 - September 2006 · 10 mos
American General Securities IncorporatedBroker
October 2005 - November 2005 · 1 mo
State Registrations11 states
ALCAFLGAKYLAMDNCSCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.