Anthony
Lishka
Crown Capital Securities, L.P
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About this Advisor
Anthony Lishka is a chartered financial consultant who works in Clackamas, Oregon with 4 years of industry experience. Lishka is an advisor for Crown Capital Securities, L.P. Their career trajectory has included roles at Crown Capital Securities, Lp and General Distributors. Lishka holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon. Crown Capital Securities, L.P is a financial advisory company based out of Orange, CA. The company has offices in 93 locations and a total of 164 employees. It has $1 billion in assets across its 5,654 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises 27 charitable organizations. Of its 5,654 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually vary depending on the type of services provided. Fees billed by Crown Capital Securities, L.P can be comprised of any combination 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
Anthony Lishka Work History
Anthony has been registered as a financial advisor for 4 years.*
Crown Capital Securities, Lp
General Distributors
*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 Anthony Lishka 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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