Easton
Miller

Coordinated Capital Securities, Inc

CRD#6893606
Investment Advisor
in Laguna Niguel, CA

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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

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

30012 Ivy Glenn Drive Suite 135
Laguna Niguel, CA 92677

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Coordinated Capital Securities, Inc Brokerage Details

Total Assets Under Management

$213,362,572

CA Average: $2,826,565,184
Total Number of Employees

53

CA Average: 43
Total Number of Accounts

529

CA Average: 1,898
Average Account Size

$403,332

CA Average: $1,489,234

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.*

2018 - Present (6 years)

Smith Financial Services

2014 - 2018 (4 years)

Chapman University

2008 - 2014 (6 years)

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

Drew Williams
Madison, WI
Edward Mcdannold
Cincinnati, OH
David Christensen
La Crosse, WI
Mark Salerno
Kenosha, WI
William Waddle
Kenosha, WI
Edward Burnett
Kenosha, WI
Easton Miller
Laguna Niguel, CA
Sara Williams
Madison, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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