Charles Louis Lanza

Crescent Advisor Group, INC.

14 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment Management

Crescent Advisor Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

230 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$283.0M

Location

4975 Preston Park Blvd., Suite 820, Plano, TX, 75093

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History

Regulatory History (1)

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Customer Dispute

February 2018

Settled

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Other Business Activities

Charles is a managing member of Integrity Capital Advisory LLC and Medico PS, LLC, and a partner at Hast Financial Group. He is also a registered representative for Realta Equities, Inc. and an IAR for Crescent Advisors Group.

Employment History

Current Registrations

Crescent Advisor Group, INC.

July 2023 - Present · 2 yrs 7 mos

Realta Equities, INC.Broker

July 2023 - Present · 2 yrs 7 mos

Realta Equities, INC.

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Titan Securities

April 2019 - June 2023 · 4 yrs 2 mos

Titan SecuritiesBroker

July 2011 - June 2023 · 11 yrs 11 mos

Tpeg Securities, LLCBroker

June 2011 - July 2011 · 1 mo

State Registrations12 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.