CNL SECURITIES CORP.

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
ORLANDO, Florida
CRD number
10356
Registered since
November 25, 1981

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Kathleen Boyce

    Chief Compliance OfficerCRD 3086688

  • Tracy Turner

    CFO/FINOPCRD 6122300

Contacts

3 of 26
  • JONATHAN STICKNEY

    Regional VPCRD 2080562

  • Trenton Lawrence

    Internal WholesalerCRD 7324811

  • Tyler Thrift

    Internal WholesalerCRD 7227126

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth