Luke
Iverson

Crown Capital Securities, L.P

CRD#6480980
Investment Advisor
in Fair Oaks, CA

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About this Advisor

Luke Iverson is a financial advisor based out of Fair Oaks, California with 6 years of relevant experience. Iverson is on the advisory team at Crown Capital Securities, L.P. Their career trajectory has included roles at Aerojet Rocketdyne, Quest Securities, Inc and Crown Capital Securities, Lp. Iverson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Crown Capital Securities, L.P is a financial advisory firm headquartered in Orange, CA. It has offices in 93 locations and a total of 164 financial advisors. It manages $1 billion in total assets across its 5,654 client accounts, placing it among the bigger financial advisory 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 clients who have at least $1 million in investable assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on which service is offered. Fees billed by Crown Capital Securities, L.P may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

8080 Madison Ave. Ste. 102A
Fair Oaks, CA 95628

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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

Luke Iverson Work History

Luke has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Crown Capital Securities, Lp

2012 - Present (12 years)

Aerojet Rocketdyne

2015 - 2017 (2 years)

Quest Securities, 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 Luke Iverson 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

Evan Hayashi
Portland, OR
Joseph Dipasquale
Glastonbury, CT
William Hauenstein
Orange, CA
Lawrence Davis
Florence, AZ
Matthew Sessa
Lancaster, CA
Austin Moherman
Costa Mesa, CA
Larry Michaels
Santa Ana, CA
Jeffrey Barlow
Santa Ana, 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.

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