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).

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 11 - 20 of 64 top financial advisors.
11
Anthony S. Erenyi
CRD#: 1734442
Laguna Niguel, CA

Anthony Erenyi (CRD# 1734442) is an Investment Advisor Representative working at Crown Capital Securities, LP in Laguna Niguel, CA and has over 35 years of experience in the finance industry.

12
Mickey L. Farrell
CRD#: 2140166
725 Town & Country Road, Suite 530, Orange, CA 92868

Mickey Farrell (CRD# 2140166) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 32 years of experience in the finance industry.

13
Wendy E. Fleischmann
CRD#: 5561064
21757 Devonshire St, Suite 11, Chatsworth, CA 91311

Wendy Fleischmann (CRD# 5561064) is an Investment Advisor Representative working at Crown Capital Securities, LP in Chatsworth, CA and has over 15 years of experience in the finance industry.

14
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.

15
Keith R. Gunther
CRD#: 1533552
725 Town & Country Road, Suite 530, Orange, CA 92868

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

16
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.

17
John L. Hawkins
CRD#: 240195
Tarzana, CA

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

18
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.

19
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.

20
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.

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