CNL Securities Corp.

Broker-DealerFINRA MemberEst. 1981
Total AUM
—
Advisory reps
26
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 has been registered with the SEC since 1981. Ownership is recorded as a domestic entity and individual ownership combination. The firm is classified in FINTRX as "Unclassified" and is not designated as a capital allocator. The dataset indicates CNL Securities Corp. does not identify as an active ESG investor, is not classified as a multi-state adviser, and is not a newly formed adviser. It is not listed as a pension consultant or as a related adviser to another registered firm. FINTRX provides minimal detail about the firm’s business or advisory activities; the profile therefore reflects the limited public disclosure captured in the source record rather than a fuller picture of product lines or client-facing services.

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

    Kathleen Boyce

    Chief Compliance OfficerCRD 3086688

  • Tracy Turner

    Tracy Turner

    CFO/FINOPCRD 6122300

Contacts

3 of 24
  • Julie Eason

    Julie Eason

    Senior Vice PresidentCRD 7112108

  • Bradley Yochum

    Bradley Yochum

    CCOCRD 6232818

  • Casey Caldwell

    Casey Caldwell

    Due DilligenceCRD 6267535

Unlock 21 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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