Michael Niles, financial advisor Leesburg IN
93 score

Michael Niles

CRD 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 33 years of experience in the finance industry.

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Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Nov 2003 - Current 13
Niles Lankford Group Plymouth, IN May 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Michael B. Niles
Phone Number: 714-547-9481
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    562
    MILLIONS
  • Total Number of Accounts
    2,871
    ACCOUNTS
  • Average Account Value
    $195,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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