Unclaimed
Dane Edward Crunk is an investment advisor representative at Eight 31 Financial, LLC, based in Midland, Texas. Dane has been in the financial industry since 2000 and has a broad background in financial markets and asset management. Dane has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PURSHE KAPLAN STERLING INVESTMENTS. Dane is a Certified Financial Planner™ and holds the Series 3, 7, and 31 securities licenses, as well as the Series 66 Uniform Combined State Law Examination. Dane is currently registered as an Investment Advisor Representative in Texas and offers a range of investment advisory services, including portfolio management, financial planning, and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/14/2023 - Present
Eight 31 Financial, LLC (MIDLAND TX)
TX
05/04/2012 - 12/03/2012
PURSHE KAPLAN STERLING INVESTMENTS (MIDLAND TX)
TX
08/15/2000 - 05/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)
BOTH
Issued 01/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 3 - National Commodity Futures Examination
BC
Issued 06/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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