Dennis
Drexler
Coordinated Capital Securities, Inc
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About this Advisor
Dennis Drexler is a financial advisor based in Memphis, Tennessee, working with Coordinated Capital Securities, Inc. Dennis has previously held positions at Coordinated Capital Securities Inc and Wunderlich Securities, Inc. Dennis has passed the Series 65, Series 66, and Series 63 regulatory exams and is registered to provide services in Tennessee. Currently, Dennis is part of Coordinated Capital Securities, Inc, which operates out of Memphis, Tennessee. 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
Dennis Drexler Work History
Coordinated Capital Securities Inc
Wunderlich Securities, Inc
Disclosures
Please visit the SEC profile of Dennis Drexler 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
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La Crosse, WI
Kenosha, WI
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San Juan Capistrano, CA
Brookfield, WI
Fort Atkinson, WI
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