Steven Anderson, financial advisor Orange CA

Steven Anderson

CRD 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 27 years of experience in the finance industry.

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Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Nov 2007 - Current 16
Consolidated Brokerage Services Orange, CA Nov 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Steven V. Anderson
Phone Number: 714-547-9481
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,223
    MILLIONS
  • Total Number of Accounts
    5,654
    ACCOUNTS
  • Average Account Value
    $216,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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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