Justin D. Krane
Professional summary
Justin David Krane, CFP®, CIMA®, who also goes by Justin Krane, is a registered financial advisor currently at KRANE FINANCIAL SOLUTIONS located in Calabasas, California.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Justin has worked at 4 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin David Krane's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
May 3, 2010 - Present
KRANE FINANCIAL SOLUTIONS
Office #1: 24007 Ventura Blvd Suite 250, Calabasas, CA 91302February 8, 2008 - July 16, 2010
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
February 8, 2008 - December 31, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
July 8, 1997 - February 22, 2008
UBS FINANCIAL SERVICES INC.
September 14, 1995 - February 22, 2008
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
KRANE FINANCIAL SOLUTIONS
CRD#: 153594 / SEC#: 801-71344
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/3/2010)
(8/29/2014)
Exams
Series 8
Date: 12/14/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
KRANE FINANCIAL SOLUTIONS
CRD#: 153594 / SEC#: 801-71344
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 588 |
| AUM (Assets Under Management) | $ 256,865,225 |
Red Flags
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