Easton
Miller
Coordinated Capital Securities, Inc
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About this Advisor
Easton Miller is a financial advisor operating out of Laguna Niguel, California with 4 years of industry experience. Miller is currently employed by Coordinated Capital Securities, Inc. During their career, the advisor has held roles at Chapman University, Smith Financial Services and N/A. Miller holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Coordinated Capital Securities, Inc is a company based in Madison, WI. The company has offices in 17 locations and a total of 53 employees. It controls $213 million in total assets across its 529 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 529 accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. However, fee types billed by Coordinated Capital Securities, Inc likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coordinated Capital Securities, Inc Brokerage Details
$213,362,572
53
529
$403,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Easton Miller Work History
Easton has been registered as a financial advisor for 4 years.*
Smith Financial Services
Chapman University
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Easton Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coordinated Capital Securities, Inc
Madison, WI
Cincinnati, OH
La Crosse, WI
Kenosha, WI
Kenosha, WI
Kenosha, WI
Laguna Niguel, CA
Madison, WI
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