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
Laura Kuo-Carmany (CRD# 2788662) is an Investment Advisor Representative working at Crown Capital Securities, LP in San Francisco, CA and has over 27 years of experience in the finance industry.
Edward Lazaro (CRD# 2107606) is an Investment Advisor Representative working at Crown Capital Securities, LP in Lincoln, NE and has over 33 years of experience in the finance industry.
Quentin Lazaro (CRD# 6991743) is an Investment Advisor Representative working at Crown Capital Securities, LP in Lincoln, NE and has over 5 years of experience in the finance industry.
Miyo Leong (CRD# 4410919) is an Investment Advisor Representative working at Crown Capital Securities, LP in Las Vegas, NV and has over 22 years of experience in the finance industry.
Anthony Lishka (CRD# 5767664) is an Investment Advisor Representative working at Crown Capital Securities, LP in Clackamas, OR and has over 13 years of experience in the finance industry.
Randal Lishka (CRD# 1600114) is an Investment Advisor Representative working at Crown Capital Securities, LP in Clackamas, OR and has over 37 years of experience in the finance industry.
Jesse Lopez (CRD# 5472534) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 13 years of experience in the finance industry.
James Maher (CRD# 1504812) is an Investment Advisor Representative working at Crown Capital Securities, LP in Wheaton, IL and has over 32 years of experience in the finance industry.
John Manley (CRD# 2927566) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 24 years of experience in the finance industry.
Robert McIsaac (CRD# 1185886) is an Investment Advisor Representative working at Crown Capital Securities, LP in Irvine, CA and has over 33 years of experience in the finance industry.