Daniel Welburn Crane

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2008 → 08/2017
  Financial West Group
  Westlake Village, CA
• 08/2017 → Present
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Irvine, CA

Previous Registrations

• 2017-08-21 → 2025-06-05
  Western International Securities, Inc.
  Irvine, CA
• 2008-12-02 → 2017-08-21
  Financial West Group
  Moorpark, CA
  Irvine, CA
  Moorpark, CA
  Westlake Village, CA
  Marina Del Rey, CA
• 2002-09-12 → 2008-12-04
  Rbc Capital Markets, Llc
  Woodland Hills, CA
  Woodland Hills, CA

Other Businesses

Moorpark Presbyterian Church; Non Investment-Related; 13950 Peach Hill Rd, Moorpark, CA 93021; Small Group Coordinator; Responsible for bringing together congregation members into small groups for purposes of study, fellowship, support and care

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-11
• S63 Uniform Securities Agent State Law Examination
  1984-09-13