Terry L. Bradford-crane

BRADFORDCRANE COMPANY LLC

Port Orchard, WA

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CRD#: 3111787

Professional summary

Terry Lynn Bradford-crane, CFP®, who also goes by Terry Bradford, Terry L Bradfordcrane, Terry Lynn Bradfordcrane, Terry L Crane, Terry Lynn Crane, is a registered financial advisor currently at BRADFORDCRANE COMPANY LLC located in Port Orchard, Washington.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Terry has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Bradford | Terry L Bradfordcrane | Terry Lynn Bradfordcrane | Terry L Crane | Terry Lynn Crane

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.

California Lutheran University 60 W. Olsen Rd, Thousand Oaks, CA 91360 Adjunct Faculty for MBA in Financial Planning Program/Curriculum; instructor for graduate level MBA courses (EG.Financial Principles and Policies) Start Date: June 2015, as needed by CLU. When under contract, approximately 3 hours per day plus an additional 1.5-2 hours for weekly lecture. Office hours by appointment. Generally, 0 hours are devoted to CLU during securities trading hours. Member of 2 person LLC partnership with my husband, Steven Crane. Allied Approach Group was established in February 2019. Allied Approach Group is an aviation flight test and consulting firm. We provide flight test support and aircrew expertise for FAA Part 23 and Part 25 operations. I am the Financial Officer for Allied Approach Group and responsibilities include billing, financial statement preparation, contract preparation, business development, review of aviation flight test and support "deliverables" (manuals, equipment lists, etc.) for customers, and small business HR support. The business in NOT investment related. mailing address is PO Box 4185, South Colby, WA, 98384. I work primarily out of our home office at 4588 Forest View Lane, SE, Port Orchard, WA 98366. On average: 90 hours/month devoted to Allied Approach Group; Less than 1 hour/day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Lynn Bradford-crane'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 27, 2017 - Present

BRADFORDCRANE COMPANY LLC

RIA

CRD#: 132288

Port Orchard, WA

Past

December 17, 1998 - September 25, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OXNARD, CA

Past

September 10, 1998 - September 25, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

California
(1/27/2017)

IAR

Washington
(9/28/2017)

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 66

Date: 11/2/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/9/1998

General Securities Representative Examination

Current Firm

BRADFORDCRANE COMPANY LLC

BRADFORD-CRANE, TERRY LYNN | TERRY L. BRADFORD-CRANE DBA BRADFORDCRANE COMPANY | BRADFORDCRANE COMPANY, LLC | BRADFORDCRANE COMPANY LLC | BRADFORDCRANE COMPANY

CRD#: 132288 / SEC#:

California

Registered Investment Advisory firm - (1/27/2017 Approved)

Washington

Registered Investment Advisory firm - (9/28/2017 Approved)

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Contact information

Main Address

Port Orchard, WA

Mailing Address

Po Box 4872, South Colby, WA 98384

Phone number

(805) 407-1694

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Terry L. Bradford-crane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Lynn Bradford-crane's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRADFORDCRANE COMPANY LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/2/1998

Series 7

Date: 9/9/1998

Current Firm

BRADFORDCRANE COMPANY LLC

Contact information

Documents

Red Flags

Company Information

BRADFORDCRANE COMPANY LLC

TRUST BUT VERIFY

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