Mary
Gibson

Crown Capital Securities, L.P

CRD#1370069
Investment Advisor
in San Diego, CA
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About this Advisor

Mary Gibson is a financial advisor working in San Diego, California, with a total of 33 years of work experience. Gibson is an employee of Crown Capital Securities, L.P. Their career trajectory has included roles at Crown Capital Securities, L.P and Gibson Financial Services. Gibson holds a Series 63 license, which qualifies them as a securities agent, and can advise clients in California. Crown Capital Securities, L.P is a financial advisory company operating in San Diego, California. It has offices in 114 locations and a total of 25 people on staff. It manages $697 million in assets among its 2,774 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 2,774 customer accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which services are offered. However, fees charged by Crown Capital Securities, L.P can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

33 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2633 Denver St
San Diego, CA 92110

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$696,540,182

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

25

CA Average: 43
Total Number of Accounts

2,774

CA Average: 3,727
Average Account Size

$251,096

CA Average: $2,033,427

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Investment Advisory Services

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

Mary Gibson Work History

Mary has 33 years of experience.

1999 - Present (20 years)

Crown Capital Securities, L.P

1985 - Present (34 years)

Gibson Financial Services

Disclosures

Mary Gibson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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