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Dirk E. Crandell

CRANDELL FINANCIAL PLANNING
Bristol, TN 37620
Some features on this profile are disabled
CRD#: 4277487
DC

Professional summary

Dirk Evan Crandell, CFP® is a registered financial advisor currently at CRANDELL FINANCIAL PLANNING, LLC located in Bristol, Tennessee.

Dirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Dirk has worked at 3 firms and has passed the Series 66 and Series 7 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 Dirk Evan Crandell'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: 2000

Experience

Current

January 22, 2004 - Present

CRANDELL FINANCIAL PLANNING, LLC

Office #1: 300 Beecham Street, Bristol, TN 37620
RIA
CRD#: 116705
Bristol, TN
Past

August 30, 2002 - November 20, 2003

INSIGHT SECURITIES, INC.

BD
CRD#: 5611
HIGHLAND PARK, IL
Past

November 29, 2000 - June 29, 2001

SOVEREIGN-AMERICAN SECURITIES, INC.

BD
CRD#: 21727
NAPLES, FL

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
Tennessee
(1/22/2004)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/28/2000
General Securities Representative Examination

Current Firm

CF
CRANDELL FINANCIAL PLANNING, LLC
CRANDELL FINANCIAL PLANNING, LLC

CRD#: 116705 / SEC#:

Tennessee
Registered Investment Advisory firm - (1/1/2002 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
300 Beecham Street, Bristol, TN 37620
Mailing Address
Phone number
(276) 698-4630
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

CRANDELL FINANCIAL PLANNING, LLC

CRD#: 116705Bristol, TN 37620

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