Alterna Securities, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
43
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
41139
Registered since
September 30, 1996

Firm profile

FINTRX

Overview

Alterna Securities, Inc. is a corporate entity that has been SEC-registered since 1996. Ownership is indicated as a domestic entity and individual mix, and the firm's regulatory classification is listed as unclassified. Available filings characterize the firm as not acting as a capital allocator and not engaging in active ESG investing. It is not identified as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Jose Valenzuela

    CEOCRD 2236672

  • Maria Romo Valenzuela

    Chief Financial OfficerCRD 7314462

  • Frank Ingraham

    Frank Ingraham

    Chief Compliance OfficerCRD 2918519

Contacts

3 of 40
  • Linda Legg

    Linda Legg

    Sales AssistantCRD 7728653

  • Emilio Mejia

    Emilio Mejia

    Vice President, Branch ManagerCRD 4298693

  • Adrian Gonzalez Villarreal

    Adrian Gonzalez Villarreal

    Registered RepresentativeCRD 4706016

Unlock 37 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
2800 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth