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
William Ramires (CRD# 1865403) is an Investment Advisor Representative working at Crown Capital Securities, LP in Lake Forest, CA and has over 34 years of experience in the finance industry.
Daryl Riley (CRD# 1190212) is an Investment Advisor Representative working at Crown Capital Securities, LP in Arcadia, CA and has over 17 years of experience in the finance industry.
Eric Ross (CRD# 4853812) is an Investment Advisor Representative working at Crown Capital Securities, LP in Long Beach, CA and has over 19 years of experience in the finance industry.
Brett Saddler (CRD# 4000846) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 21 years of experience in the finance industry.
Frederick Sanchez (CRD# 1123573) is an Investment Advisor Representative working at Crown Capital Securities, LP in Laguna Hills, CA and has over 33 years of experience in the finance industry.
Patricia Schuler (CRD# 1759336) is an Investment Advisor Representative working at Crown Capital Securities, LP in Newport Beach, CA and has over 33 years of experience in the finance industry.
Edward Shaw (CRD# 1430656) is an Investment Advisor Representative working at Crown Capital Securities, LP in Los Angeles, CA and has over 37 years of experience in the finance industry.
Steven Sloan (CRD# 1071749) is an Investment Advisor Representative working at Crown Capital Securities, LP in Woodland Hills, CA and has over 24 years of experience in the finance industry.
Leonard Smith (CRD# 1606857) is an Investment Advisor Representative working at Crown Capital Securities, LP in Arcadia, CA and has over 26 years of experience in the finance industry.
Larry Strande (CRD# 437972) is an Investment Advisor Representative working at Crown Capital Securities, LP in Fargo, ND and has over 35 years of experience in the finance industry.