BV Securities, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
103800
Registered since
August 7, 2000

Firm profile

FINTRX

Overview

BV Securities, LLC is a limited liability company that has been SEC-registered since 2000. The firm is owned by a combination of a domestic entity and an individual and is listed as an unclassified adviser in the source data. It does not operate as a multi-state adviser, is not presented as a pension consultant or related adviser, and is not flagged as a capital allocator. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 6
  • Kenneth Shade

    Kenneth Shade

    Compliance OfficerCRD 3259826

  • Richard Amsberry

    Richard Amsberry

    FinOpCRD 2917504

  • Ross Curtis

    Ross Curtis

    Senior Vice PresidentCRD 2313766

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
8390 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth