Steven AndersonCRD Number: 2737339
Current Firm: Crown Capital Securities, LP
Steven Anderson (CRD# 2737339) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 26 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||Nov 2007 - Current||15|
|Consolidated Brokerage Services||Orange, CA||Nov 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1996|
|S65||NASAA Investment Advisors Law Examination||May 2006|
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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