Unclaimed Profile

Phyllis Jean Paulsen

CROWN CAPITAL SECURITIES, L.P.·ORANGE, California

CROWN CAPITAL SECURITIES, L.P.

725 TOWN & COUNTRY ROAD, ORANGE, CA 92868CRD# 1512757Firm CRD# 6312

Profile Verification

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

Identity

Phyllis Jean Paulsen · ORANGE, CA

Registration

CRD #1512757 · CROWN CAPITAL SECURITIES, L.P.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Phyllis Jean Paulsen is a registered financial advisor based in ORANGE, California, affiliated with CROWN CAPITAL SECURITIES, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CROWN CAPITAL SECURITIES, L.P.

AUM

$1.2B

Regulatory assets under management

Employees

164

Total firm employees

View all advisors at CROWN CAPITAL SECURITIES, L.P. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1512757

Firm CRD# 6312

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Phyllis Jean Paulsen offer?

Phyllis Jean Paulsen specializes in Financial Planning, Investment Management. Contact their office in ORANGE, California for a consultation.

What are Phyllis Jean Paulsen's credentials?

Phyllis Jean Paulsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phyllis Jean Paulsen located?

Phyllis Jean Paulsen is based in ORANGE, California, working with CROWN CAPITAL SECURITIES, L.P.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Phyllis Jean Paulsen charge for services?

Phyllis Jean Paulsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROWN CAPITAL SECURITIES, L.P.?

CROWN CAPITAL SECURITIES, L.P. has approximately 164 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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