Muhammad
Subhani
Crown Capital Securities, L.P
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About this Advisor
Muhammad Subhani is a financial advisor based out of Amarillo, Texas with a total of 4 years of relevant experience. Subhani is on the advisory team at Crown Capital Securities, L.P. The advisor has gained experience at West Texas Investment Advisors, Texas Tech University, Jc Penney, Citibank, Amarillo High School, Amarillo Hut, Full Time Primary Student, Toro Bravo Investment Advisors, LLC, Crown Capital Securities, Lp, Bancolombia and Jobin App (Spain). Subhani has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Crown Capital Securities, L.P is a financial advisory business that has its headquarters in Orange, CA. The investment advisory business has offices in 93 locations and a total of 164 employees. It handles $1 billion in total assets among its 5,654 client accounts, placing it among the larger firms in the country by assets under management. The firm provides services to 27 charities and foundations. Of its 5,654 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually are based on the financial services. Fees charged by Crown Capital Securities, L.P likely consist of some 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
Muhammad Subhani Work History
Muhammad has been registered as a financial advisor for 4 years.*
Crown Capital Securities, Lp
Toro Bravo Investment Advisors, LLC
Bancolombia
Jobin App (Spain)
West Texas Investment Advisors
Citibank
Jc Penney
Amarillo Hut
Texas Tech University
Amarillo High School
Full Time Primary 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 Muhammad Subhani 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
Costa Mesa, CA
Florence, AZ
Glastonbury, CT
Lancaster, CA
Orange, CA
Portland, OR
Orange, CA
Las Vegas, NV
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.
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