Francoise R. Crandell

PREMIER FINANCIAL GROUP

Eureka, CA 95501-1103

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CRD#: 4777896

Professional summary

Francoise Renee Crandell, who also goes by Francoise R. Crandell, Francoise R Munsell, is a registered financial advisor currently at PREMIER FINANCIAL GROUP INC located in Eureka, California.

Francoise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Francoise has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Francoise R. Crandell | Francoise R Munsell

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.

RENTAL PROPERTY 325 CALIFORNIA AVE. ARCATA, CA 95521 JOINT OWNERSHIP AND MANAGING OF RESIDENTIAL INVESTMENT PROPERTY WITH HUSBAND, JAMES T. CRANDELL. START:08/1991.INDEFINITE TERM. 0 HOURS DEVOTED AND 0 HOURS DURING SECURITIES TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francoise Renee Crandell's CRS (Customer Relationship Summary).

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

April 2, 2015 - Present

PREMIER FINANCIAL GROUP INC

Office #1: 725 Sixth Street, Eureka, CA 95501-1103

RIA

CRD#: 107314

Eureka, CA

Past

October 1, 2012 - April 16, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

EUREKA, CA

Past

October 1, 2012 - April 16, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

EUREKA, CA

Past

December 6, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

EUREKA, CA

Past

May 2, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

EUREKA, CA

Past

April 15, 2004 - May 2, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

EUREKA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PREMIER FINANCIAL GROUP INC

CRD#: 107314 / SEC#: 801-38364

RIA

Registered Investment Advisory firm - (1/10/1991 Approved)

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
(4/2/2015)

IAR

Texas
(4/16/2025)

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: 12/3/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/15/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/16/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/14/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PREMIER FINANCIAL GROUP INC

CRD#: 107314 / SEC#: 801-38364

RIA

Registered Investment Advisory firm - (1/10/1991 Approved)

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Contact information

Main Address

725 Sixth Street, Eureka, CA 95501-1103

Mailing Address

Phone number

(707) 443-2741

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,311
AUM (Assets Under Management)	$ 721,361,477

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.

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Advisor Monitoring

Firm Stability Insights

Francoise R. Crandell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francoise Renee Crandell's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

Primary Firm SEC Registration

PREMIER FINANCIAL GROUP INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2010

Series 63

Date: 4/15/2004

SIE

Date: 4/16/2015

Series 7

Date: 11/10/2010

Series 6

Date: 4/14/2004

Current Firm

PREMIER FINANCIAL GROUP INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PREMIER FINANCIAL GROUP INC

TRUST BUT VERIFY

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