Easton
Miller
Coordinated Capital Securities, Inc
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About this Advisor
Easton Miller is a financial advisor based in San Juan Capistrano, California, working with Coordinated Capital Securities, Inc. Easton has previously held positions at Chapman University and Smith Financial Services. Easton has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Easton is part of Coordinated Capital Securities, Inc, which operates out of San Juan Capistrano, California. The firm has 15 offices and 52 employees. The firm manages assets totaling $232.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Coordinated Capital Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coordinated Capital Securities, Inc Brokerage Details
$232,496,128
52
534
$435,386
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
Smith Financial Services
Chapman University
N/A
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
Fort Atkinson, WI
Kenosha, WI
La Crosse, WI
Kenosha, WI
Kenosha, WI
San Juan Capistrano, CA
Brookfield, WI
Fort Atkinson, WI
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