Crown Capital Securities, LP
Crown Capital Securities, LP (CRD# 6312) is a financial advisory firm headquartered in Orange, CA. They manage $1,375,274,636 in 5,649 accounts and serve the financial needs of clients across 44 states (or territories).
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Total Assets Under Management1,375MILLION
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Total Number of Accounts5,649ACCOUNTS
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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
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.
Krishna Agnihotri (CRD# 4566630) is an Investment Advisor Representative working at Crown Capital Securities, LP in Temecula, CA and has over 20 years of experience in the finance industry.
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.
Frederick Atiyeh (CRD# 872352) is an Investment Advisor Representative working at Crown Capital Securities, LP in Whitmore Lake, MI and has over 43 years of experience in the finance industry. Frederick Atiyeh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jared Audette (CRD# 5834052) is an Investment Advisor Representative working at Crown Capital Securities, LP in Charlotte, NC and has over 12 years of experience in the finance industry.
Jack Azar (CRD# 1392551) is an Investment Advisor Representative working at Crown Capital Securities, LP in Laguna Hills, CA and has over 28 years of experience in the finance industry. Jack Azar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Babbitt (CRD# 4057681) is an Investment Advisor Representative working at Crown Capital Securities, LP in Aliso Viejo, CA and has over 23 years of experience in the finance industry.
Jeffrey Ballek (CRD# 2361063) is an Investment Advisor Representative working at Crown Capital Securities, LP in Las Vegas, NV and has over 29 years of experience in the finance industry.
Jeffrey Barlow (CRD# 2389890) is an Investment Advisor Representative working at Crown Capital Securities, LP in Santa Ana, CA and has over 29 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 39 years of experience in the finance industry.