John Crane (CRD# 3179778) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 25 years of experience in the finance industry. John Crane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2409932
Lpl Financial LLC
CRD# 5359335
Mutual Advisors, LLC
CRD# 6008930
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities | Jackson, TN | Mar 2023 - Current | 1 |
| United Advisor Group | Olmsted Falls, OH | Feb 2023 - Current | 1 |
| Plum Creek Wealth Advisors, LLC | Olmsted Falls, OH | Nov 2011 - Current | 12 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2017 - Mar 2023 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2017 - Mar 2023 | 5 |
| National Planning Corporation | Glastonbury, CT | Nov 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2000 |
- OH
- TX
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Total Assets Under Management579MILLIONS
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Total Number of Accounts5,955ACCOUNTS
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Average Account Value$97,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
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