William
Ramires
Crown Capital Securities, L.P
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About this Advisor
William Ramires is a financial advisor based out of Lake Forest, California with a total of 4 years of relevant experience. Ramires is an employee of Crown Capital Securities, L.P. Throughout their career, they have worked at Cadaret, Grant & Co., Inc and Crown Capital Securities, Lp. Ramires has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Crown Capital Securities, L.P is a company that has its headquarters in Orange, CA. The firm has offices in 93 locations and a total of 164 financial advisors. It manages $1 billion in assets under management among its 5,654 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 5,654 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Crown Capital Securities, L.P has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Crown Capital Securities, L.P can be comprised 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
William Ramires Work History
William has been registered as a financial advisor for 4 years.*
Crown Capital Securities, Lp
Cadaret, Grant & Co., 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 William Ramires 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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