BC
BC

Brian Crane

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713

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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

Brian is an independent insurance agent through Legacy Peak Insurance, LLC, where he earns commissions from insurance product sales. This presents a potential conflict of interest, but he spends minimal time on this activity.

Employment History
Current Registrations
Legacy Wealth Management, LLC
July 2019 - Present · 6 yrs 7 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.