Advisor at Coordinated Capital Securities, Inc.
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Firm
Coordinated Capital Securities, Inc.
Location
Memphis, TN 38119
Credentials
Series 63, Series 65, Series 66
Industry experience
31 years
Dennis Drexler is a financial advisor with Coordinated Capital Securities, Inc. in Memphis, TN, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Coordinated Capital Securities since 2016 and has also been associated with Wunderlich Securities, Inc. since 2002. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional asset-based advisory programs, third-party manager referrals, and retirement-account rollover guidance through a network of independent Financial Professionals.
Based on Coordinated Capital Securities, Inc.
Based on Coordinated Capital Securities, Inc.
Financial planning and consulting fixed fees ranging from $500 to $50,000; Retirement plan consulting fixed fees up to $50,000
Commission-based brokerage accounts available; commissions and ongoing trails on products sold through CCS broker-dealer
Financial planning and consulting hourly fees: $50 to $250 per hour; Retirement plan consulting hourly fees: $50 to $250 per hour
Account minimum: $25,000 Fee-only: Financial planning and consulting services offered on an hourly fee basis: $50 to $250 per hour; fixed fees range from $500 to $50,000
6000 Poplar Ave, Suite 250
Memphis, TN 38119
Tennessee
Coordinated Capital Securities Inc
2016 - Present (10 years)
Wunderlich Securities, Inc.
2002 - Present (24 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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