Quentin
Lazaro
Crown Capital Securities, L.P
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About this Advisor
Quentin Lazaro is a financial advisor operating in Lincoln, Nebraska with a total of 5 years of industry experience. Lazaro works at Crown Capital Securities, L.P. Their career trajectory has included roles at Crown Capital Securities, Lp, Great Plains Beef, Complete Nutrition and Student. Lazaro holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California and Nebraska. Crown Capital Securities, L.P is a firm operating out of Orange, CA. The company has offices in 93 locations and a total of 164 people on staff. It has $1 billion in assets between its 5,654 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to 27 charities and foundations. Of its 5,654 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. Crown Capital Securities, L.P provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely are based on the type of services offered. Fees charged by Crown Capital Securities, L.P likely are comprised of any blend 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
Quentin Lazaro Work History
Quentin has been registered as a financial advisor for 5 years.*
Crown Capital Securities, Lp
Great Plains Beef
Complete Nutrition
Student
*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 Quentin Lazaro 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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