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
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.
David McMillen (CRD# 1198070) is an Investment Advisor Representative working at Crown Capital Securities, LP in Boulder, CO and has over 23 years of experience in the finance industry.
Nancy Michael (CRD# 4317535) 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.
Larry Michaels (CRD# 4351477) is an Investment Advisor Representative working at Crown Capital Securities, LP in Santa Ana, CA and has over 22 years of experience in the finance industry.
Gary Miller (CRD# 334779) is an Investment Advisor Representative working at Crown Capital Securities, LP in Portland, OR and has over 38 years of experience in the finance industry.
Franklin Naylor (CRD# 1013045) is an Investment Advisor Representative working at Crown Capital Securities, LP in Colorado Springs, CO and has over 42 years of experience in the finance industry.
Michael Niles (CRD# 1145456) is an Investment Advisor Representative working at Crown Capital Securities, LP in Cincinnati, OH and has over 40 years of experience in the finance industry.
Mark O'connell (CRD# 1701436) is an Investment Advisor Representative working at Crown Capital Securities, LP in Crystal River, FL and has over 36 years of experience in the finance industry.