James F. Crank

J C TEXAS INVESTMENT ADVISORS, LTD.

DALLAS, TX 75225

Some features on this profile are disabled

CRD#: 1415788

Professional summary

James Floyd Crank is a registered financial advisor currently at J C TEXAS INVESTMENT ADVISORS, LTD. located in Dallas, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. James has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 28 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Floyd Crank's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 15, 2004 - Present

J C TEXAS INVESTMENT ADVISORS, LTD.

Office #1: 8111 Preston Road Suite 480, Dallas, TX 75225

RIA

CRD#: 129565

DALLAS, TX

Past

June 2, 1993 - June 30, 2006

BURCH CAPITAL MANAGEMENT, INC.

CRD#: 28095

DALLAS, TX

Past

August 14, 1990 - September 3, 1991

ARGENT INVESTMENT SERVICES, INC.

CRD#: 25624

RUSTON, LA

Past

February 7, 1987 - October 20, 1987

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

Past

March 10, 1986 - January 27, 1987

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

September 25, 1985 - March 6, 1986

SENTRA SECURITIES CORPORATION

CRD#: 10249

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/15/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/21/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/14/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 6/29/1990

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/2/1990

General Securities Principal Examination

Current Firm

J C TEXAS INVESTMENT ADVISORS, LTD.

J C INVESTMENT ADVISORS, LTD. | J C TEXAS INVESTMENT ADVISORS, LTD.

CRD#: 129565 / SEC#:

Texas

Registered Investment Advisory firm - (1/15/2004 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8111 Preston Road, Suite 420, Dallas, TX 75225

Mailing Address

Phone number

(214) 373-3577

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 93,439,676

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

RICHARDSON, TX

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James F. Crank

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Floyd Crank's CRS (Customer Relationship Summary).

Certified licenses

Experience

J C TEXAS INVESTMENT ADVISORS, LTD.

BURCH CAPITAL MANAGEMENT, INC.

ARGENT INVESTMENT SERVICES, INC.

RAUSCHER PIERCE REFSNES, INC.

UBS FINANCIAL SERVICES INC.

SENTRA SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/2006

Series 63

Date: 3/14/1990

Series 7

Date: 3/17/1990

Series 28

Date: 6/29/1990

Series 24

Date: 3/2/1990

Current Firm

J C TEXAS INVESTMENT ADVISORS, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

J C TEXAS INVESTMENT ADVISORS, LTD.

TRUST BUT VERIFY

Similar Advisors