RC
RC

Robert Crane

4 Years of Experience
Birmingham, AL
BrokerSells Insurance

Robert Crane is a registered investment advisor, based in Birmingham, AL, with 4 years of industry experience.

Location

100 Centerview Drive, Suite 249, Birmingham, AL, 35216

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Robert is the Vice President of Tipton Advisory Group, an agent for Landon Crane (insurance/benefits/HR), an advisory rep of CIRA, and an agent for Prosper Financial Planning. These activities take up a significant amount of Robert's time, including full-time commitments to CIRA and Prosper Financial Planning.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2024 - Present · 2 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Morgan Stanley
November 2021 - April 2024 · 2 yrs 5 mos
Morgan StanleyBroker
August 2021 - April 2024 · 2 yrs 8 mos
State Registrations4 states
ALARFLGA
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.
Robert Crane - Financial Advisor | TrueAdvisor