Douglas
Eagle

Crown Capital Securities, L.P

CRD#4157461
Investment Advisor
in Valencia, CA

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About this Advisor

Douglas Eagle is a financial advisor operating in Valencia, California with a total of 17 years of relevant experience. Eagle currently works for Crown Capital Securities, L.P. They have been employed by Crown Capital Securities, L.p for their entire career. Eagle holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Crown Capital Securities, L.P is an advisory company based out of Orange, CA. The company has offices in 93 locations and a total of 164 advisors. It has $1 billion in total assets among its 5,654 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 5,654 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. Crown Capital Securities, L.P performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually depend on the services provided. However, fee types billed by Crown Capital Securities, L.P likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

28212 Kelly Johnson Pkwy Suite 175
Valencia, CA 91355

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$1,223,108,240

CA Average: $7,578,581,321
Total Number of Employees

164

CA Average: 43
Total Number of Accounts

5,654

CA Average: 3,727
Average Account Size

$216,326

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Douglas Eagle Work History

Douglas has been registered as a financial advisor for 17 years.*

2004 - Present (20 years)

Crown Capital Securities, Lp

*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 Douglas Eagle 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

Austin Moherman
Costa Mesa, CA
Joseph Dipasquale
Glastonbury, CT
William Hauenstein
Orange, CA
Matthew Sessa
Lancaster, CA
Evan Hayashi
Portland, OR
Lawrence Davis
Florence, AZ
Michelle Proctor
Nashville, TN
Sean Carder
Chesterfield, MO

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.

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