Thomas
Ren
Crown Capital Securities, L.P
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About this Advisor
Thomas Ren is a financial advisor operating in Roaring River, North Carolina with 7 years of industry experience. Ren currently works for Crown Capital Securities, L.P. Over the course of their career, Ren has held roles at Bull & Bear Financial Outfitters, Tommy'S Bodacious Foods, Westside Swarm Rfc, Sunset Financial Services Inc, Securities America, Inc and Securities America Advisors, Inc. Ren holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and North Carolina. Crown Capital Securities, L.P is a financial advisory business operating out of Orange, CA. The investment advisory business has offices in 93 locations and a total of 164 people on staff. It administers $1 billion in assets between its 5,654 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises 27 charitable organizations. Of its 5,654 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm has 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 services the firm provides the client. Fees charged by Crown Capital Securities, L.P likely are 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
Thomas Ren Work History
Thomas has been registered as a financial advisor for 7 years.*
Tommy'S Bodacious Foods
Westside Swarm Rfc
Bull & Bear Financial Outfitters
Securities America, Inc
Securities America Advisors, Inc
Sunset Financial Services 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 Thomas Ren 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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