Joshua R. Crane
Professional summary
Joshua Robert Crane SR, CFP®, who also goes by Josh Crane, Joshua Robert Crane, Joshua Crane, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Winston Salem, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Winston-salem, North Carolina.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Joshua has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Robert Crane SR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
December 11, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 110 Stratford Rd Ste 502, Winston Salem, NC 27104December 11, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 110 S Stratford Rd Fl 5, Winston-salem, NC 27104January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
October 1, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
October 1, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
August 5, 2008 - August 17, 2012
WELLS FARGO CLEARING SERVICES, LLC
July 14, 2008 - August 17, 2012
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
