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Zachary Duren

Crescent Advisor Group, Inc.

Plano, TX

CRD 8086727

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Employer firm

Crescent Advisor Group, Inc. CRD 115974

$344M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Crescent Advisor Group, Inc.

4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crescent Securities Group, Inc. Plano TX 10/2021 Present
Trugreen Plano TX 02/2020 09/2021
Lone Star Park Grand Prarie TX 03/2015 01/2020
  • 10/2021 → Present
    Crescent Securities Group, Inc.
    Plano, TX
  • 02/2020 → 09/2021
    Trugreen
    Plano, TX
  • 03/2015 → 01/2020
    Lone Star Park
    Grand Prarie, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-02
  • S66 Uniform Combined State Law Examination
    2025-09-02

View on SEC IAPD

Nearby Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC

Nearby Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX

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