Caradoc
Crandall
Lane Brothers Investment Counsel
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About this Advisor
Caradoc Crandall is a financial advisor based in Prescott, Arizona, working with Lane Brothers Investment Counsel. Caradoc has previously held positions at Hosler Wealth Management, Crandall Tax Consulting Pllc, Mansperger, Patterson & Mcmullen, Plc, Sc Audit & Accounting Solutions, LLC, Commonwealth Financial Network, Cpa Tax Service Pllc, Prestige Wealth Pllc, Cpa Solutions, Avantax Investment Services Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Lane Brothers Investment Counsel, and Amangiri Resort. Caradoc has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Caradoc is part of Lane Brothers Investment Counsel, which operates out of Prescott, Arizona. The firm has 1 office and 6 employees. Lane Brothers Investment Counsel manages assets totaling $192.6 million and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Lane Brothers Investment Counsel includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lane Brothers Investment Counsel Brokerage Details
$192,562,450
6
877
$219,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Caradoc Crandall Work History
Lane Brothers Investment Counsel
Sc Audit & Accounting Solutions, LLC
Cpa Tax Service Pllc
Prestige Wealth Pllc
Crandall Tax Consulting Pllc
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Hosler Wealth Management
Commonwealth Financial Network
Cpa Solutions
Mansperger, Patterson & Mcmullen, Plc
Sc Audit & Accounting Solutions, LLC
Amangiri Resort
Disclosures
Please visit the SEC profile of Caradoc Crandall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lane Brothers Investment Counsel
Prescott, AZ
Prescott, AZ
Prescott, AZ
Prescott, AZ
Prescott, AZ
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