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 41 - 50 of 85 top financial advisors.
41
James A. Maher
CRD#: 1504812
1755 S Naperville Rd, Suite 100, Wheaton, IL 60189

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.

42
John B. Manley
CRD#: 2927566
725 Town & Country Road, Suite 530, Orange, CA 92868

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.

43
Robert R. McIsaac
CRD#: 1185886
30 Corporate Park Drive, Suite 306, Irvine, CA 92606

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.

44
David B. McMillen
CRD#: 1198070
Boulder, CO

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.

45
Nancy M. Michael
CRD#: 4317535
725 Town & Country Road, Suite 530, Orange, CA 92868

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.

46
Larry J. Michaels
CRD#: 4351477
1932 E Deere Ave, Ste 220, Santa Ana, CA 92705

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.

47
Gary E. Miller
CRD#: 334779
8383 Ne Sandy Blvd., Suite 420, Portland, OR 97220

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.

48
Franklin L. Naylor
CRD#: 1013045
Colorado Springs, CO

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.

49
Michael B. Niles
CRD#: 1145456
8160 Corporate Park Dr, Suite 350, Cincinnati, OH 45242

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.

50
Mark J. O'connell
CRD#: 1701436
7655 W Gulf-to-lake Hwy, Suite 3, Crystal River, FL 34429

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.

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