Barbara I. Crane
Professional summary
Barbara Irene Crane, who also goes by Barbara Crane, is a registered financial advisor currently at CRANE INVESTMENTS INC located in Laguna Beach, California.
Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Barbara has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Irene Crane's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 28, 2016 - Present
CRANE INVESTMENTS INC
Office #1: 301 Forest Avenue, Laguna Beach, CA 92651November 11, 2014 - December 31, 2015
CRANE INVESTMENTS INC
July 2, 2012 - December 10, 2014
FIRST ALLIED ADVISORY SERVICES, INC.
January 8, 2007 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
April 18, 1996 - November 18, 2014
FIRST ALLIED SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/28/2016)
(4/21/2017)
Exams
Current Firm
CRANE INVESTMENTS INC
CRD#: 172755 / SEC#: 801-80507
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 9,880,862 |
Red Flags
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