Crown Capital Securities, LP
Crown Capital Securities, LP (CRD# 6312) is a financial advisory firm headquartered in Orange, CA. They manage $1,223,108,240 in 5,654 accounts and serve the financial needs of clients across 44 states (or territories).
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Total Assets Under Management1,223MILLION
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Total Number of Accounts5,654ACCOUNTS
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Average Account Value$216,326
- 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
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.
Frederick Atiyeh (CRD# 872352) is an Investment Advisor Representative working at Crown Capital Securities, LP in Whitmore Lake, MI and has over 44 years of experience in the finance industry.
Scott Babbitt (CRD# 4057681) is an Investment Advisor Representative working at Crown Capital Securities, LP in San Diego, CA and has over 24 years of experience in the finance industry.
James Benjamson (CRD# 1161623) is an Investment Advisor Representative working at Crown Capital Securities, LP in Battle Ground, WA and has over 40 years of experience in the finance industry.
Michael Birkle (CRD# 2108280) is an Investment Advisor Representative working at Crown Capital Securities, LP in Ann Arbor, MI and has over 33 years of experience in the finance industry.
Keith Bookbinder (CRD# 1005961) is an Investment Advisor Representative working at Crown Capital Securities, LP in Cincinnati, OH and has over 40 years of experience in the finance industry.
Kenji Carroll (CRD# 1499497) is an Investment Advisor Representative working at Crown Capital Securities, LP in Honolulu, HI and has over 23 years of experience in the finance industry.
Oren Cohen (CRD# 4880557) is an Investment Advisor Representative working at Crown Capital Securities, LP in Encino, CA and has over 19 years of experience in the finance industry.
David Collins (CRD# 2426858) is an Investment Advisor Representative working at Crown Capital Securities, LP in Hagerstown, MD and has over 29 years of experience in the finance industry.
David Dulude (CRD# 1136682) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 40 years of experience in the finance industry.