Unclaimed Profile

Daniel Eric Sexton

R. S. CRUM, INC.·NEWPORT BEACH, California

Clean record14 years registeredR. S. CRUM, INC.

4 UPPER NEWPORT PLAZA DRIVE, NEWPORT BEACH, CA 92660CRD# 5314524Firm CRD# 158621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Eric Sexton · NEWPORT BEACH, CA

Registration

CRD #5314524 · R. S. CRUM, INC. · 14 years registered

Brand Profile

Not yet started

Career History

RS CRUM INC.

Sep 2011 – present

Registrations & Exams

Registration record

First registered · September 2, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

R. S. CRUM, INC.

CRD 158621 · SEC 801-72672

AUM

$586M

Regulatory assets under management

Employees

938 client accounts

Services offered by R. S. CRUM, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at R. S. CRUM, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Eric Sexton offer?

Daniel Eric Sexton specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Daniel Eric Sexton's credentials?

Daniel Eric Sexton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Eric Sexton located?

Daniel Eric Sexton is based in NEWPORT BEACH, California, working with R. S. CRUM, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Daniel Eric Sexton charge for services?

Daniel Eric Sexton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is R. S. CRUM, INC.?

R. S. CRUM, INC. has approximately 7 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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