AC
AC

Andrew Marion Crane

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
1,394 clients
Average Client Portfolio
$338K average
Assets Under Management
$470.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3930 East Jones Bridge Road, 150, Peachtree Corners, GA, 30092

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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 ActivitiesSells Insurance

Andrew is a partner at GenX Financial Inc DBA Capital Insight Group (formerly DBA The Keen Insight Group), which he uses for the non-securities part of his business, including marketing financial services and fixed insurance. He dedicates nearly all of his time to this activity, focusing on management.

Employment History
Current Registrations
The Strategic Financial Alliance
December 2007 - Present · 18 yrs 2 mos
The Strategic Financial Alliance, INC.Broker
November 2007 - Present · 18 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
April 2006 - November 2007 · 1 yr 7 mos
UBS Financial Services INC.Broker
March 2006 - November 2007 · 1 yr 8 mos
State Registrations24 states
AKALAZCACODEFLGAILKYLAMIMOMSNCNJNYOHPASCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.