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
Ralph Vidusic (CRD# 1277058) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 39 years of experience in the finance industry.
Carol Vreeland (CRD# 714510) 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.
Michelle Wagner (CRD# 2403647) is an Investment Advisor Representative working at Crown Capital Securities, LP in Tempe, AZ and has over 30 years of experience in the finance industry.
James Woytcke (CRD# 1038615) is an Investment Advisor Representative working at Crown Capital Securities, LP in Maple Grove, MN and has over 42 years of experience in the finance industry.
Ryan Woytcke (CRD# 4437642) is an Investment Advisor Representative working at Crown Capital Securities, LP in Maple Grove, MN and has over 22 years of experience in the finance industry.
Evan Hayashi (CRD# 4535238) is an Investment Advisor Representative working at Crown Capital Securities, LP in Oak Ridge, TN and has over 21 years of experience in the finance industry.
Terri Ichinose (CRD# 5705198) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 14 years of experience in the finance industry.
Barry Levan (CRD# 1130895) is an Investment Advisor Representative working at Crown Capital Securities, LP in Portland, OR and has over 39 years of experience in the finance industry.
Lisa Lighthipe-Hinz (CRD# 2460184) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 29 years of experience in the finance industry.
Austin Moherman (CRD# 4640013) is an Investment Advisor Representative working at Crown Capital Securities, LP in Costa Mesa, CA and has over 21 years of experience in the finance industry.