John
Mickelson
Crown Capital Securities, L.P
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About this Advisor
John Mickelson is a chartered financial consultant working out of Logan, Utah. Mickelson currently works for Crown Capital Securities, L.P. During their career, Mickelson has held roles at Cambridge Investment Research, Inc, Mickelson Financial Services, LLC, Cambridge Investment Research Advisors, Inc, Crown Capital Securities, Lp and Strategic Advocates, LLC. Mickelson has a Series 63 license, designating them as a securities representative, and is registered to work in California, Nevada, Texas and Utah. Crown Capital Securities, L.P is a financial advisory company that has its headquarters in Orange, CA. The investment advisory business has offices in 93 locations and a total of 164 advisors. It handles $1 billion in assets between its 5,654 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 5,654 accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. The business offers a few 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 services provided. However, fee types billed by Crown Capital Securities, L.P likely include 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
John Mickelson Work History
John has been registered as a financial advisor for 0 years.*
Crown Capital Securities, Lp
Strategic Advocates, LLC
Strategic Advocates, LLC
Mickelson Financial Services, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*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 John Mickelson 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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