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 with domestic entity and individual ownership. Available data does not describe the firm's client segments, fee schedules, advisory services, or core business activities. Reported attributes flag the firm as not acting as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed.
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 2
Kathleen Boyce
Chief Compliance OfficerCRD 3086688
Tracy Turner
CFO/FINOPCRD 6122300
Contacts
3 of 24
Julie Eason
Senior Vice PresidentCRD 7112108
Bradley Yochum
CCOCRD 6232818
Casey Caldwell
Due DilligenceCRD 6267535
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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