Casey
Hatcher
Crown Capital Securities, L.P
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About this Advisor
Casey Hatcher is a certified financial planner working out of Orange, California, with a total of 8 years of industry experience. Hatcher is currently employed by Crown Capital Securities, L.P. Over the course of their career, Hatcher has held roles at Ameriprise Financial Services, Inc, J.W. Cole Financial, Inc, Crown Capital Securities, Lp, Stone Hatcher LLC and Secura Financial LLC. Hatcher holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Crown Capital Securities, L.P is a registered investment company that has its headquarters in Orange, CA. The firm has offices in 93 locations and a total of 164 people on staff. It has $1 billion in assets under management between its 5,654 customer accounts, placing it among the larger firms in the nation by assets under management. The firm serves 27 charities and foundations. Of its 5,654 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Crown Capital Securities, L.P offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees are based on which services the firm provides the client. Fees billed by Crown Capital Securities, L.P most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Capital Securities, L.P Brokerage Details
$1,223,108,240
164
5,654
$216,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Casey Hatcher Work History
Casey has been registered as a financial advisor for 8 years.*
Secura Financial LLC
Crown Capital Securities, Lp
J.W. Cole Financial, Inc
Stone Hatcher LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Casey Hatcher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
