Crown Capital Securities, LP

Crown Capital Securities, LP (CRD# 6312) is a financial advisory firm headquartered in Orange, CA. They manage $745,365,252 in 3,187 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    745
    MILLION
  • Total Number of Accounts
    3,187
    ACCOUNTS
  • Average Account Value
    $233,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI

Financial Advisors at Crown Capital Securities, LP
Showing 1 - 10 of 167 top financial advisors.
1
Michael W. Birkle
CRD#: 2108280
3634 W Liberty, Ann Arbor, MI 48103
96
Wealthminder
score

Michael Birkle (CRD# 2108280) is an Investment Advisor Representative working at Crown Capital Securities, LP in Ann Arbor, MI and has over 27 years of experience in the finance industry. Michael Birkle 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.

2
Jane H. Bragg
CRD#: 1598480
1300 E Shaw Avenue, Suite 130, Fresno, CA 93710
96
Wealthminder
score

Jane Bragg (CRD# 1598480) is an Investment Advisor Representative working at Crown Capital Securities, LP in Fresno, CA and has over 18 years of experience in the finance industry. Jane Bragg 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.

3
Kenji Carroll
CRD#: 1499497
111 N King St, Suite 411, Honolulu, HI 96817
96
Wealthminder
score

Kenji Carroll (CRD# 1499497) is an Investment Advisor Representative working at Crown Capital Securities, LP in Honolulu, HI and has over 17 years of experience in the finance industry.

4
Karen J. Evans
CRD#: 2624379
14755 N Outer Forty Dr, Suite 204, Chesterfield, MO 63017
96
Wealthminder
score

Karen Evans (CRD# 2624379) is an Investment Advisor Representative working at Crown Capital Securities, LP in Chesterfield, MO and has over 22 years of experience in the finance industry. Karen Evans 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.

5
Stacey B. Golden-Lisnock
CRD#: 1517139
Fountain Valley, CA
96
Wealthminder
score

Stacey Golden-Lisnock (CRD# 1517139) is an Investment Advisor Representative working at Crown Capital Securities, LP in Fountain Valley, CA and has over 18 years of experience in the finance industry. Stacey Golden-Lisnock 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.

6
Timothy Hayes
CRD#: 240593
1210 West Avenue J, Suite 300, Lancaster, CA 93534
96
Wealthminder
score

Timothy Hayes (CRD# 240593) is an Investment Advisor Representative working at Crown Capital Securities, LP in Lancaster, CA and has over 21 years of experience in the finance industry. Timothy Hayes 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.

7
Richard W. Jackman
CRD#: 2501641
333 City Blvd West, Suite 2050, Orange, CA 92868
96
Wealthminder
score

Richard Jackman (CRD# 2501641) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 23 years of experience in the finance industry. Richard Jackman 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.

8
Nathaniel P. Jarvis
CRD#: 2295380
200 S. 333rd, Suite # 100, Federal Way, WA 98003
96
Wealthminder
score

Nathaniel Jarvis (CRD# 2295380) is an Investment Advisor Representative working at Crown Capital Securities, LP in Federal Way, WA and has over 25 years of experience in the finance industry. Nathaniel Jarvis 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.

9
John Kalianov
CRD#: 1359500
25172 Camino Del Mar, Suite E, Laguna Niguel, CA 92677
96
Wealthminder
score

John Kalianov (CRD# 1359500) is an Investment Advisor Representative working at Crown Capital Securities, LP in Laguna Niguel, CA and has over 33 years of experience in the finance industry. John Kalianov 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.

10
Laura M. Kuo-Carmany
CRD#: 2788662
8080 Madison Ave., Ste. 102a, Fair Oaks, CA 95628
96
Wealthminder
score

Laura Kuo-Carmany (CRD# 2788662) is an Investment Advisor Representative working at Crown Capital Securities, LP in Fair Oaks, CA and has over 21 years of experience in the finance industry. Laura Kuo-Carmany 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.

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