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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Crandall is an investment advisor representative with Epi Financial Group. Richard is a registered investment advisor in Florida, Louisiana, Michigan, Ohio, Tennessee and Texas. Richard Crandall has been in the industry for over 14 years and has experience in providing financial planning and portfolio management for individuals. Richard Crandall is also a licensed insurance agent. Richard Crandall's office is located in Troy, MI.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Referral fees
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2
MI
08/06/2023 - Present
EPI Financial Group (TROY MI)
MI
03/17/2010 - 06/11/2010
WORLD CAPITAL BROKERAGE, INC. (SOUTHFIELD MI)
IA
Issued 03/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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