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FIRM PROFILE
Overview
CRESCENT SECURITIES GROUP, INC. is located at 4975 Preston Park Blvd. Suite 820, Plano, TX 75093 and was first established at Dallas, Texas in 04/10/2001. After operating for 25 years, CRESCENT SECURITIES GROUP, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CRESCENT SECURITIES GROUP, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CRESCENT SECURITIES GROUP, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CRESCENT SECURITIES GROUP, INC. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CRESCENT SECURITIES GROUP, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CRESCENT SECURITIES GROUP, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CRESCENT SECURITIES GROUP, INC. Comes From
Understanding the Statistics for CRESCENT SECURITIES GROUP, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Small
(972) 490-0150
Texas since 04/10/2001
Corporation
September
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Advisor's working at CRESCENT SECURITIES GROUP, INC.
Mark Vincent Petersen
Travis Nick Duren
Juan Carlos Martinez SR
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