Irini
Housiadas
Crown Capital Securities, L.P
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About this Advisor
Irini Housiadas is a certified financial planner who works in Portland, Oregon who has 4 years of industry experience. Housiadas works at Crown Capital Securities, L.P. Throughout their career, they have worked at First Investors Corporation, Landlord and Crown Capital Securities, Lp. Housiadas holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in Oregon. Crown Capital Securities, L.P is an advisory business based out of Orange, CA. The company has offices in 93 locations and a total of 164 employees. It oversees $1 billion in assets under management among its 5,654 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises 27 charities and foundations. Of its 5,654 client accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually are based on which service is provided. However, fee types billed by Crown Capital Securities, L.P most likely include 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
Irini Housiadas Work History
Irini has been registered as a financial advisor for 4 years.*
Crown Capital Securities, Lp
Landlord
First Investors Corporation
*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 Irini Housiadas 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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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.
