Richard J. Crandall
Professional summary
Richard John Crandall, who also goes by Richard J Crandall, is a registered financial advisor currently at EPI FINANCIAL GROUP located in Troy, Michigan.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Richard has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard John Crandall's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 28, 2015 - Present
EPI FINANCIAL GROUP
Office #1: 5700 Crooks Rd. Suite 340, Troy, MI 48098-2809April 2, 2013 - January 20, 2015
EPI ADVISORS LLC
March 17, 2010 - June 11, 2010
WORLD CAPITAL BROKERAGE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/11/2019)
(4/4/2024)
(1/28/2015)
(6/18/2019)
(10/4/2021)
(8/6/2023)
Exams
Current Firm
EPI FINANCIAL GROUP
CRD#: 174160 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 6,855,452 |
Red Flags
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