Anthony John Krane

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 05/2017
  Charles Schwab & Co.,Inc
  Appleton, WI
• 06/2011 → 05/2017
  Charles Schwab Bank
  Appleton, WI
• 08/2011 → 07/2018
  Real Estate/Property Management
  Chandler, AZ
• 08/2017 → 08/2018
  E*Trade Securities Llc
  Tampa, FL
• 08/2017 → 08/2018
  E*Trade Capital Management Llc
  Tampa, FL
• 08/2018 → 05/2021
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 01/2019 → 05/2021
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 05/2021 → 06/2021
  Lpl Financial, Llc
  Bradenton, FL
• 06/2021 → Present
  Truist Investment Services, Inc.
  Tampa, FL
• 06/2021 → Present
  Truist Advisory Services, Inc.
  Tampa, FL

Previous Registrations

• 2021-05-19 → 2021-06-25
  Lpl Financial Llc
  Fort Mill, SC
  Bradenton, FL
  Bradenton, FL
• 2018-08-22 → 2021-05-21
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2017-09-05 → 2018-08-08
  Harrisdirect Llc
  Tampa, FL
  Arlington, VA
• 2011-07-19 → 2017-05-23
  Charles Schwab & Co., Inc.
  Austin, TX
  Appleton, WI
  Phoenix, AZ

Other Businesses

SHIPT INC POSITION: Shopper NATURE: Shopping service INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: Sarasota FL, United States DESCRIPTION: Shopping for individuals at local stores and delivering items to their homes.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-18
• S63 Uniform Securities Agent State Law Examination
  2010-02-05