Best Investors Account Sign in
Current Employers
Crane & Associates Wealth Management

801 E. Chapman Ave Suite 104, Fullerton, CA 92831 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2023-09-25
ID RA APPROVED 2023-09-15
CO RA APPROVED 2023-08-01
WA RA APPROVED 2023-02-27
AZ RA APPROVED 2022-09-20
TX RA APPROVED 2022-09-08
CA RA APPROVED 2021-07-30
  • NV RA
    APPROVED
    Since 2023-09-25
  • ID RA
    APPROVED
    Since 2023-09-15
  • CO RA
    APPROVED
    Since 2023-08-01
  • WA RA
    APPROVED
    Since 2023-02-27
  • AZ RA
    APPROVED
    Since 2022-09-20
  • TX RA
    APPROVED
    Since 2022-09-08
  • CA RA
    APPROVED
    Since 2021-07-30

Branch Locations

801 E. Chapman Ave Suite 104, Fullerton, CA 92831 • United States

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-29
TX RA APPROVED 2023-06-29
  • CA RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED
    Since 2023-06-29

Branch Locations

801 East Chapman Ave Ste 104, Fullerton, CA 92831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Fullerton CA 09/2012 09/2019
Cetera Wealth Services, Llc El Segundo CA 01/2013 Present
Crane & Associates Fullerton CA 09/2019 Present
Crane Advisory Llc Dba Crane & Associates Wealth Managmenet Fullerton CA 07/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
T Crane Advisory Llc Fullerton CA 01/2024 Present
  • 09/2012 → 09/2019
    Cetera
    Fullerton, CA
  • 01/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2019 → Present
    Crane & Associates
    Fullerton, CA
  • 07/2021 → Present
    Crane Advisory Llc Dba Crane & Associates Wealth Managmenet
    Fullerton, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 01/2024 → Present
    T Crane Advisory Llc
    Fullerton, CA
Other Businesses

(1) NAME OF OTHER BUSINESS: DBA CRANE & ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2019; POSITION/TITLE/RELATIONSHIP: ASSOCIATE - REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE SUPPORT, AND INSURANCE SALES, DBA FOR FINANCIAL, SERVICES (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE ; (3) NAME OF OTHER BUSINESS: CRANE ADVISORY LLC DBA CRANE & ASSOCIATES WEALTH MANAGMENET - CRD# 314432; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY SERVICES ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE ; START DATE: 07/2021 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT ; 4. NAME OF OTHER BUSINESS: T CRANE ADVISORY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING FOR HOLDING COMPANY;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-05
S63 Uniform Securities Agent State Law Examination 2012-01-17
  • S66 Uniform Combined State Law Examination
    2017-01-05
  • S63 Uniform Securities Agent State Law Examination
    2012-01-17
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fullerton, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor