Amy Cranfill
Amy Cranfill is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Redlands, CA, with 9 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
31 W. Stuart Avenue, Suite 200, Redlands, CA, 92374
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Amy is involved in several community organizations, including Yucaipa Valley National Little League (as League President), Redlands Sunrise Rotary (as Immediate Past President and Board Member), Redlands Chamber of Commerce (as Board Member/Director), and Redlands Community Foundation (as Board Member). These activities require a few hours per week to minimal time commitment.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations17 states
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.