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EH

Edwin M. Hilden

Some features on this profile are disabled
CRD#: 245588
EH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edwin Matthew Hilden, CFP®, who also goes by Ed Hilden, Edwin Mathew Hilden, was a registered financial professional .

Edwin is a previously registered financial professional and started their career in finance in 1968. Edwin had worked at 9 firms and has passed the SIE and Series 1 exams.

top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Are you a "fiduciary"?
No

Aliases

Ed Hilden | Edwin Mathew Hilden

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)START DATE 01/2015, I DEVOTE 40 HRS/MO AS INDEPENDENT CONTRACTOR FOR SECURA FINANCIAL, LLC; MY DUTIES ARE INVESTMENT RELATED AND INCLUDE RELATIONSHIP MANAGEMENT & FINANCIAL PLANNING. (2)START DATE 01/2015, I DEVOTE 60 HRS/MO AS INDEPENDENT CONTRACTOR FOR BENTLEY FINANCIAL INSURANCE; THIS IS A NON-INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE INSURANCE SALES. BUSINESS ADDRESS FOR BOTH OF ABOVE: 333 CITY BLVD. WEST #2050, ORANGE, CA 92868. (3)START DATE 02/2002, I DEVOTE 20 HRS/MO AS DIRECTOR OF WALNUT VALLEY WATER DISTRICT. MY DUTIES ARE NON-INVESTMENT RELATED & INCLUDE BOARD OF DIRECTOR DUTIES. BUSINESS ADDRESS: 271 S. BREA CANYON RD., WALNUT, CA 91789. (4) START DATE 04/2005, I DEVOTE 2 HRS/MO AS SECRETARY OF SAN GABRIEL VALLEY KENNEL CLUB. THIS ACTIVITY IS NON-INVESTMENT RELATED & MY DUTIES ARE AS SECRETARY. BUSINESS ADDRESS: 24085 WILLOW CREEK DR., DIAMOND BAR, CA 91765

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1993

Experience

Past

January 8, 2015 - March 9, 2015

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
ORANGE, CA
Past

May 10, 2013 - December 31, 2014

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
ORANGE, CA
Past

June 1, 2012 - May 10, 2013

FINANCIAL ADVISERS OF AMERICA, LLC

BD
CRD#: 142170
ORANGE, CA
Past

January 11, 2007 - December 31, 2025

SECURA FINANCIAL

RIA
CRD#: 137324
ORANGE, CA
Past

June 7, 1993 - June 8, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
ORANGE, CA
Past

July 19, 1990 - July 9, 1993

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

October 4, 1985 - February 26, 1988

FINANCIAL ADVISORY CLINIC INVESTMENTS, INC.

BD
CRD#: 5990
Past

December 21, 1970 - July 31, 1990

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

April 17, 1968 - January 21, 1974

FINANCIAL OPPORTUNITIES, INC.

BD
CRD#: 288

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 3/9/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 4/11/1968
Registered Representative Examination

Current Firm

CROWN CAPITAL SECURITIES, L.P.
CROWN CAPITAL SECURITIES, L.P.
CROWN CAPITAL SECURITIES, L.P. | ERIC EQUITIES, INC. | DELTA BROKER HOLDINGS, LLC

CRD#: 6312 / SEC#: 801-57663, 8-17264

BD
Terminated by SEC on 11/23/2024
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Contact information

Main Address
725 Town & Country Road Suite 530, Orange, CA 92868
Mailing Address
Phone number
(714) 547-9481
Established
Delaware since 01/04/1999
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
164

Documents

Latest Form ADV

Part 2 Brochures

ADV PART IIA APPENDIX 1 - CROWN HERITAGE (3/31/2023)
ADV PART IIA APPENDIX 1 - CROWN STERLING (3/31/2023)
ADV PART IIA (3/31/2023)

Direct owners and executive officers

NamePositionCRD#
DELTA CAPITAL HOLDINGS, LLCGENERAL PARTNER
DELTA BROKER HOLDING, LLCLIMITED PARTNER
EDWARDS, DON MICHAELCFO/FINOP/CONTROLLER2669488
FRENCH, JONATHAN LEEPRESIDENT/ MUNICIPAL PRINCIPAL/CROP/CMO/CCO/COO/INV. ADV.SERV.3155702
PAULSEN, DAROL KENNETHCEO/DIR./TREASURER/SROP358292
PAULSEN, PHYLLIS JEANSR. VP/DIR/CAO DIR./LIC & REG/SEC1512757

Regulatory assets under management

Total Number of Accounts5,654
AUM (Assets Under Management)$ 1,223,108,240

Disclosures

Regulatory Event8
Arbitration3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

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Contact information

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