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).

Current Firm Details
725 Town & Country Road, Suite 530, Orange, CA 92868
http://www.crowncapitalsecurities.com
By the Numbers
  • Total Assets Under Management
    1,223
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Crown Capital Securities, LP
Showing 21 - 30 of 80 top financial advisors.
21
Trevor Glenn, financial advisor Elk Grove CA
Trevor D. Glenn
CRD#: 3085963
9401 E Stockton Blvd., Ste. 205, Elk Grove, CA 95624

Trevor Glenn (CRD# 3085963) is an Investment Advisor Representative working at Crown Capital Securities, LP in Elk Grove, CA and has over 25 years of experience in the finance industry.

22
Gary Glockzin, financial advisor San Diego CA
Gary A. Glockzin
CRD#: 1552636
10620 Treena St, Suite 230, San Diego, CA 92131

Gary Glockzin (CRD# 1552636) is an Investment Advisor Representative working at Crown Capital Securities, LP in San Diego, CA and has over 37 years of experience in the finance industry.

23
Keith Gunther, financial advisor La Palma CA
Keith R. Gunther
CRD#: 1533552
6 Centerpointe Dr, Ste. 700, La Palma, CA 90623

Keith Gunther (CRD# 1533552) is an Investment Advisor Representative working at Crown Capital Securities, LP in La Palma, CA and has over 36 years of experience in the finance industry.

24
Kenneth Hagel, financial advisor Kennewick WA
Kenneth R. Hagel
CRD#: 1922222
Kennewick, WA

Kenneth Hagel (CRD# 1922222) is an Investment Advisor Representative working at Crown Capital Securities, LP in Kennewick, WA and has over 34 years of experience in the finance industry.

25
John Hawkins, financial advisor Orange CA
John L. Hawkins
CRD#: 240195
725 Town And Country Rd, Suite 530, Orange, CA 92868

John Hawkins (CRD# 240195) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has 1 year of experience in the finance industry.

26
Odin Helgerson, financial advisor Fargo ND
Odin C. Helgerson
CRD#: 2154583
2315 N University Dr, Suite 12, Fargo, ND 58102

Odin Helgerson (CRD# 2154583) is an Investment Advisor Representative working at Crown Capital Securities, LP in Fargo, ND and has over 32 years of experience in the finance industry.

27
John Hirschauer, financial advisor Danbury CT
John S. Hirschauer
CRD#: 1576509
36 Mill Plain Road, Suite 311, Danbury, CT 06811

John Hirschauer (CRD# 1576509) is an Investment Advisor Representative working at Crown Capital Securities, LP in Danbury, CT and has over 37 years of experience in the finance industry.

28
Lanny Howarter, financial advisor El Cajon CA
Lanny R. Howarter
CRD#: 813591
El Cajon, CA

Lanny Howarter (CRD# 813591) is an Investment Advisor Representative working at Crown Capital Securities, LP in El Cajon, CA and has over 31 years of experience in the finance industry.

29
Ronald Ivanick, financial advisor Wenatchee WA
Ronald M. Ivanick
CRD#: 2406858
Wenatchee, WA

Ronald Ivanick (CRD# 2406858) is an Investment Advisor Representative working at Crown Capital Securities, LP in Wenatchee, WA and has over 25 years of experience in the finance industry.

30
Luke Iverson, financial advisor Fair Oaks CA
Luke C. Iverson
CRD#: 6480980
8080 Madison Ave., Ste. 102a, Fair Oaks, CA 95628

Luke Iverson (CRD# 6480980) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA. 

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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