Coordinated Capital Securities Inc.
Year founded: 1983
Year end: Mar. 31
Recruitment & Staffing
| 2020 | 2019 | 2018 | |
|---|---|---|---|
| No. of reps | 60 | — | — |
| No. of reps, male | — | — | — |
| No. of reps, female | — | — | — |
| No. of producing reps | — | — | — |
| No. of producing reps, male | — | — | — |
| No. of producing reps, female | — | — | — |
| No. of reps producing $100K-$499K /year | — | — | — |
| No. of reps producing $500K+ /year | — | — | — |
| No. of CFPs | — | — | — |
| No. of full-time employees | — | — | — |
| No. of fee-based advisers served | — | — | — |
| Average payout per rep, per year | — | — | — |
| Avg. annual production of top 20% reps | — | — | — |
| Total payout, per year | — | — | — |
| Cost of E&O insurance per rep, per year | $1950 | — | — |
| Affiliation fees charged per rep, per year | $1290 | — | — |
| Affiliation fee coverage | FINRA/SIPC Assessment Firm Element CE Client Mailings Fidelity Bond | — | — |
| $0-$249,999 | $250K-$499,999 | $500K-$749,999 | $750K-$999,999 | $1,000,000+ | |
|---|---|---|---|---|---|
| Mutual funds | 60%-90% | 86%-90% | 86%-90% | 91%-95% | 91%-95% |
| Insurance | Do not offer this product | Do not offer this product | Do not offer this product | Do not offer this product | Do not offer this product |
| Variable annuities | 60%-90% | 86%-90% | 86%-90% | 91%-95% | 91%-95% |
| Limited parterships | Do not offer this product | Do not offer this product | Do not offer this product | Do not offer this product | Do not offer this product |
| Securities | 60%-90% | 86%-90% | 86%-90% | 91%-95% | 91%-95% |
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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