Crown Capital Securities LLC Management
by Lapaz Batchoy Crown Capital Securities LLC ManagementCrown Capital
Securities LLC Management
About Crown Capital
Securities, L.P.
Crown Capital Securities, L.P. is a registered broker/dealer which provides a complete range of financial services and quality investments to independent securities representatives, serving investors throughout the country. These investment professionals are able to offer their clients a wide selection of approved, non-proprietary products. This complete selection gives people all the choices they need to meet their goals of preserving capital, generating income and accumulating wealth to finance education, caregiving, travel and retirement.
Crown
Capital Securities, L.P. is an independent member firm of the Financial
Industry Regulatory Authority (FINRA) and the Securities Investor Protection
Corporation (SIPC). Headquartered in Orange, California, the management group
at Crown Capital is led by Darol and Phyllis Paulsen, an executive team with 60
years’ experience in securities and financial services.
All
Crown Capital representatives are independent business persons in their own
communities -- not employees of a mega-firm owned and operated by strangers in
a remote location. As owners and managers of local financial services
businesses, these representatives make a long-term investment in their
community and are focused on building lasting relationships with their clients.
In our experience, clients prefer the level of service they receive through
this structure over that given them by Wall Street firms.
Crown
Capital has no proprietary products to sell or sales quotas for its
representatives. This allows its representatives to make honest and appropriate
investment recommendations based strictly on client needs and product
performance. High performance, credibility and dependability -- that's how
Crown Capital representatives help clients make excellent financial plans and
sound investment decisions at fair and competitive fees and commissions.
Clients
choose from a vast array of investment products, including full service stock
trading, tax-free municipal bonds, U.S. government and agency securities, corporate
bonds, unit investment trusts, certificates of deposit, money market accounts,
mutual funds, insurance products, fixed and variable annuities, direct
investments, options and margin accounts.
Investment
representatives are supported by a strong home office staff, with the
experience and expertise necessary to identify and service the highest quality
investment opportunities. This support is enhanced by Crown Capital's
relationship with Pershing, LLC.
Transactions
are cleared through Pershing, LLC, a subsidiary of the Bank of New York and a
member of BNY Securities Group, with almost 60 years of experience.
You've
worked hard for your money. Now, you want your money to work just as hard for
you. That's why you should demand the utmost from your investment advisor. When
you choose a Crown Capital representative, you are choosing an experienced
professional dedicated to making your money work for you without taking
unnecessary risks.
Perhaps
most important, you are choosing a solid, value-based, complete financial
services firm that can provide you all the strength, professional expertise and
research capability of any Wall Street firm. One that is genuinely concerned
about your financial well-being and ultimate investment success. One that
avoids short-term aggressive strategies in favor of long-term capital
appreciation. Crown Capital offers all these benefits and more.
Source:
http://cmsfinancial.com/about-crown-capital
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