TrueAdvisor
TrueAdvisor
DD
DD

Dennis Steven Drexler

Coordinated Capital Securities, INC.
30 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Coordinated Capital Securities, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

6000 Poplar Ave, Suite 250, Memphis, TN, 38119

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Coordinated Capital Securities, INC.
January 2024 - Present · 2 yrs 1 mo
Coordinated Capital Securities, INC.Broker
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Coordinated Capital Securities, INC.
July 2023 - December 2023 · 5 mos
Coordinated Capital Securities, INC.
January 2016 - September 2017 · 1 yr 8 mos
Wunderlich Securities, INC.
March 2004 - December 2015 · 11 yrs 9 mos
Wunderlich Securities, INC.Broker
November 2002 - December 2015 · 13 yrs 1 mo
Morgan Stanley Dw INC.Broker
January 1995 - November 2002 · 7 yrs 10 mos
State Registrations4 states
FLSCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.