CNL SECURITIES CORP.
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 10356
- Registered since
- November 25, 1981
- Website
- www.cnlsecurities.com
Firm profile
FINTRXOverview
CNL Securities Corp. is organized as a corporation and was first registered with the SEC in 1981. Ownership is reported as a combination of a domestic entity and an individual. The firm's regulatory classification in the snapshot is listed as unclassified and it is not identified as a capital allocator. The available profile flags the firm as not an active ESG investor and not a multi-state adviser. It is also not marked as a newly formed adviser, pension consultant, or related adviser. The dataset does not include details on specific business activities, advisory services, client segments, or fee structures.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Kathleen Boyce
Chief Compliance OfficerCRD 3086688
Tracy Turner
CFO/FINOPCRD 6122300
Contacts
3 of 26JONATHAN STICKNEY
Regional VPCRD 2080562
Trenton Lawrence
Internal WholesalerCRD 7324811
Tyler Thrift
Internal WholesalerCRD 7227126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 450 S Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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