Sharon AdamsCRD Number: 1180907
Current Firm: Crown Capital Securities, LP
Sharon Adams (CRD# 1180907) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 37 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Crown Capital Securities, LP||Orange, CA||Mar 2010 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 1994|
Total Assets Under Management1,375MILLIONS
Total Number of Accounts5,649ACCOUNTS
Average Account Value$243,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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