Eric
Horn

Crown Capital Securities, L.P

CRD#6264616
Investment Advisor
in Chesterfield, MO

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About this Advisor

Eric Horn is a certified financial planner working in Chesterfield, Missouri, with 7 years of industry experience. Horn works at Crown Capital Securities, L.P. During their career, the advisor has held roles at Six Point Financial Group and Simmons First Bank. Horn has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Missouri. Crown Capital Securities, L.P is an advisory firm based out of Orange, CA. The investment advisory business has offices in 93 locations and a total of 164 advisors. It administers $1 billion in total assets among its 5,654 customer accounts, placing it among the larger firms in the United States by assets under management. The firm serves 27 charitable organizations. Of its 5,654 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Crown Capital Securities, L.P has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically are based on which services are offered. Fees billed by Crown Capital Securities, L.P likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

14755 N Outer Forty Rd #204
Chesterfield, MO 63017

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$1,223,108,240

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

164

MO Average: 43
Total Number of Accounts

5,654

MO Average: 3,727
Average Account Size

$216,326

MO Average: $2,033,427

Investment Advisory Services

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

Eric Horn Work History

Eric has been registered as a financial advisor for 7 years.*

2013 - Present (11 years)

Six Point Financial Group

2008 - 2013 (5 years)

Simmons First Bank

*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 Eric Horn 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

Austin Moherman
Costa Mesa, CA
Lawrence Davis
Florence, AZ
William Hauenstein
Orange, CA
Joseph Dipasquale
Glastonbury, CT
Evan Hayashi
Portland, OR
Matthew Sessa
Lancaster, CA
Jesse Lopez
Orange, 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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