Randal
Lishka
Crown Capital Securities, L.P
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About this Advisor
Randal Lishka is a certified financial planner working out of Clackamas, Oregon with a total of 4 years of industry experience. Lishka works at Crown Capital Securities, L.P. They have been with Crown Capital Securities, L.p for all of their career. Lishka holds a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Oregon. Crown Capital Securities, L.P is a financial advisory business headquartered in Orange, CA. The firm has offices in 93 locations and a total of 164 people on staff. It controls $1 billion in assets under management between its 5,654 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 5,654 customer accounts, just 3% are held by high-net-worth clients who have greater 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 advisory fees are based on the type of services offered. Fees billed by Crown Capital Securities, L.P most likely are comprised 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
Randal Lishka Work History
Randal has been registered as a financial advisor for 4 years.*
Crown Capital Securities, L.P
*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 Randal 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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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.
