RC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
87 clients
Average Client Portfolio
$79K average
Assets Under Management
$6.9M
Fee Structure
This brochure does not contain any fee information. Please refer to EPI Financial Group LLC's brochure for fee details.
Areas of Practice
Insurance PlanningEstate Planning
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Advisor Information
Office location
5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the owner/president of Crandalling Inc. since 2005, engaging in insurance sales and services. He is also an independent insurance agent with EPI Protection, LLC since 2005 and involved in sales/sales management with EPI Group, LLC since 2010.
Employment History
Current Registrations
Epi Financial Group
January 2015 - Present · 11 yrs
Previous Registrations
Epi Advisors LLC
April 2013 - January 2015 · 1 yr 9 mos
State Registrations6 states
FLLAMIOHTNTX
Advisor
Exams
No exam information available for this advisor.