Dave RoweCRD Number: 5835117
Current Firm: Crown Capital Securities, LP
Dave Rowe (CRD# 5835117) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 12 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Western Water Works||Chino Hills, CA||Oct 2022 - Current||< 1|
|Crown Capital Securities, LP||Orange, CA||Jan 2014 - Current||8|
|Consolidated Brokerage Services||Orange, CA||Sep 2013 - Oct 2022||9|
|Lincoln Financial Advisors||Irvine, CA||Dec 2010 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management1,375MILLIONS
Total Number of Accounts5,649ACCOUNTS
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
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