AdFi
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Zachary Duren

Investment Adviser Representative at Crescent Advisor Group, Inc.

Plano, TXCRD #8086727Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary Duren is an investment adviser representative with Crescent Advisor Group, Inc. in Plano, TX, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.

Office

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

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
1 state or territory

Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/2/2025
Series 7
General Securities Representative Examination
Passed 6/24/2025
SIE
Securities Industry Essentials Examination
Passed 3/3/2022
Series 24
General Securities Principal Examination
Passed 4/30/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Crescent Advisor Group, Inc.Current
9/4/2025 – Plano, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Crescent Securities Group, Inc.
    Oct 2021 – no end date reportedPlano, TX
  2. TruGreen
    Feb 2020 – Sep 2021Plano, TX
  3. Lone Star Park
    Mar 2015 – Jan 2020Grand Prarie, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Crescent Advisor Group, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingInsurance CompaniesCorporationsOther

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17
Offices listed on AdvisorFinder:
2
Main office:
Plano, TX
SEC file number:
801-127131

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 7, 2026

View full firm profile

Other advisors at Crescent Advisor Group, Inc.

Showing 12 of 17 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Duren has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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