Michael NilesCRD Number: 1145456
Current Firm: Crown Capital Securities, LP
Michael Niles (CRD# 1145456) is an Investment Advisor Representative working at Crown Capital Securities, LP in Leesburg, IN and has over 34 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Raymond James & Associates, Inc.
|Crown Capital Securities, LP||Orange, CA||Nov 2003 - Current||14|
|Niles Lankford Group||Plymouth, IN||May 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S66||NASAA Uniform Combined State Law Examination||Sep 2004|
Total Assets Under Management562MILLIONS
Total Number of Accounts2,871ACCOUNTS
Average Account Value$195,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI