Dhillon
Taylor
Crown Capital Securities, L.P
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About this Advisor
Dhillon Taylor is a certified financial planner operating out of Orange, California who has 4 years of relevant experience. Taylor is currently employed by Crown Capital Securities, L.P. During their career, the advisor has held roles at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Michael Warkentin, Nike, Taylor Contracting Services Inc, Waddell & Reed, Vm Consulting, Crown Capital Securities, Lp, Secura Financial LLC and Bentley Financial & Insurance. Taylor holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Crown Capital Securities, L.P is a registered investment company that has its headquarters in Orange, CA. The company has offices in 93 locations and a total of 164 advisors. It manages $1 billion in total assets across its 5,654 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises 27 charitable organizations. Of its 5,654 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on the type of services offered. Fee types billed by Crown Capital Securities, L.P can include any 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
Dhillon Taylor Work History
Dhillon has been registered as a financial advisor for 4 years.*
Crown Capital Securities, Lp
Secura Financial LLC
Bentley Financial & Insurance
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Michael Warkentin
Vm Consulting
Waddell & Reed
Taylor Contracting Services Inc
Nike
*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 Dhillon Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crown Capital Securities, L.P
Orange, CA
Glastonbury, CT
Portland, OR
Lancaster, CA
Costa Mesa, CA
Florence, AZ
Orange, CA
Orange, CA
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.
