EM
EM

Easton Daniel Miller

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
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
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Location

29222 Rancho Viejo Rd, Suite 119, San Juan Capistrano, CA, 92675

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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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Other Business Activities

Easton is a licensed tax consultant, preparing taxes and doing tax planning, dedicating minimal time to this activity. Easton is also the CEO/CFO/Secretary of Miller Financial Services, Inc., an S-Corp for income tax purposes, dedicating minimal time to this as well.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
March 2019 - Present · 6 yrs 11 mos
Coordinated Capital Securities, INC.Broker
September 2018 - Present · 7 yrs 5 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.