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Michael James Cranford

Michael James Cranford

CFP®
CRD# 5343473·Registered 2007 - 2017
Previously Registered: Being a previously registered professional could mean that Michael is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Michael James Cranford, CFP® was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 2007 - 2017. Michael had worked at 2 firms and has passed the Series 66 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

$100K–$250K

Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Estate & Legacy Planning
  • Tax Planning
  • Risk Management & Insurance
  • Retirement Planning
  • Education Funding
  • Investment Management
  • Financial Planning
  • Cashflow & Budgeting

Biography

Prior to joining the firm in 2008, Michael worked as the Director of Business Retention and Expansion for the Union County Partnership for Progress, where he focused on helping both small and large businesses flourish and grow in Union County, NC.

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2011

Years of Experience

19 years in the financial services industry

Current & Past Employments

Past

RONALD BLUE & CO., LLCPast·CRD# 104605
RIA
Charlotte, NC
July 8, 2008 - August 1, 2017
EDWARD JONESPast·CRD# 250
RIA
St. Louis, MO
August 8, 2007 - August 30, 2007
EDWARD JONESPast·CRD# 250
BD
St. Louis, MO
July 11, 2007 - August 30, 2007

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Current Firm

RB
RONALD BLUE & CO., LLC

BLUE RONALD & CO LLC | RONALD BLUE INSTITUTIONAL SERVICES | RONALD BLUE & CO., LLC | RONALD BLUE & CO. LLC | RONALD BLUE & CO LLC | FAMILY OFFICE | EVERYDAY STEWARD

CRD#: 104605 / SEC#: 801-18423

Contact Information

Main Address

300 Colonial Center Parkway Suite 300, Roswell, GA 30076-8843

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 23,2017 (3/23/2017)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2007About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Jul 2007About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Services Offered by Michael

  • Estate & Legacy Planning
  • Tax Planning
  • Risk Management & Insurance
  • Retirement Planning
  • Education Funding
  • Investment Management
  • Financial Planning
  • Cashflow & Budgeting

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