Richard
Holtan
Crown Capital Securities, L.P
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Holtan is a financial advisor working in Las Vegas, Nevada with a total of 14 years of industry experience. Holtan is currently employed by Crown Capital Securities, L.P. Throughout their career, Holtan has worked at Interactive Financial Advisors, Financial Services Investment Corp and Crown Capital Securities, Lp. Holtan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Nevada. Crown Capital Securities, L.P is a registered investment business that has its headquarters in 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 bigger financial advisory firms in the country by assets under management. The firm provides financial advice to 27 charitable organizations. Of its 5,654 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. Crown Capital Securities, L.P performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on the type of financial services provided. Fee types billed by Crown Capital Securities, L.P most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Richard Holtan Work History
Richard has been registered as a financial advisor for 14 years.*
Interactive Financial Advisors
Crown Capital Securities, Lp
Financial Services Investment Corp
*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 Richard Holtan 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
Glastonbury, CT
Florence, AZ
Portland, OR
Orange, CA
Lancaster, CA
Costa Mesa, CA
Santa Ana, CA
Erie, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
