AdvisorOS Directory
Claim Profile
PP

Phyllis Jean Paulsen

CROWN CAPITAL SECURITIES, L.P.·ORANGE, California
Unclaimed Profile
725 TOWN & COUNTRY ROAD, ORANGE, CA 92868CRD# 1512757Firm CRD# 6312
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CROWN CAPITAL SECURITIES, L.P.
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1512757
Firm CRD# 6312
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORANGE?

Browse all registered financial advisors in ORANGE, California or claim this profile if it's yours.

Browse ORANGE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ORANGE
Nils Henrik Sundstedt — CROWN CAPITAL SECURITIES, L.P.Jonathan Lee French — CROWN CAPITAL SECURITIES, L.P.Don Michael Edwards — CROWN CAPITAL SECURITIES, L.P.Robert Mihran Kargenian — TABR CAPITAL MANAGEMENT, LLCDarol Kenneth Paulsen — CROWN CAPITAL SECURITIES, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile