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Ian Prum

CRC-IB

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About Ian Prum

Ian Prum is a financial professional with a strong background in the securities industry. He is a registered representative with CRC-IB and holds both Series 79TO and Series 63 licenses. Ian is also a registered investment advisor in California and New York. Prior to joining CRC-IB, Ian was a successful sales professional with a passion for helping individuals and families achieve their financial goals. His knowledge of the financial markets and commitment to client service make him a valuable asset to any investment team.

Firm Information

Ian Prum is currently registered with CRC-IB. CRC-IB is a Limited Liability Company formed on January 14, 2011, and is registered in 36 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ian Prum’s Registration & Firm History

CA

07/12/2023 - Present

CRC-IB (San Francisco CA)

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Licenses & Designations

BC

Issued 07/31/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Prum.
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