Frederick
Sanchez
Crown Capital Securities, L.P
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About this Advisor
Frederick Sanchez is a financial advisor who works out of Laguna Hills, California who has 9 years of industry experience. Sanchez is on the advisory team at Crown Capital Securities, L.P. Over the course of their career, they have held roles at Lpl Financial Corporation and Crown Capital Securities, Lp. Sanchez holds a Series 63 license, which qualifies them as a securities representative, and is able to work in California. Crown Capital Securities, L.P is a registered investment firm headquartered in Orange, CA. The firm has offices in 93 locations and a total of 164 employees. It handles $1 billion in assets under management between its 5,654 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 27 charities and foundations. Of its 5,654 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. Crown Capital Securities, L.P provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely depend on the financial services. However, fees charged by Crown Capital Securities, L.P can be comprised of 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
Frederick Sanchez Work History
Frederick has been registered as a financial advisor for 9 years.*
Crown Capital Securities, Lp
Lpl Financial Corporation
*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 Frederick Sanchez 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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