Directtrade Securities, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Gig Harbor, Washington
CRD number
315469
Registered since
November 15, 2022

Firm profile

FINTRX

Overview

Directtrade Securities, LLC is organized as a limited liability company that was registered with the SEC in 2022. Publicly available profile fields indicate ownership structure includes both a domestic entity and an individual, but the firm is listed in FINTRX as "Unclassified" rather than under a more specific advisory category. The firm's FINTRX snapshot shows several negative flags: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multistate adviser, and is not designated as a pension consultant or related adviser. Core items such as business activities, advisory services, fee structure and client base were not provided in the source data.

Assets & Accounts

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 4
  • Jeffrey Sims

    Jeffrey Sims

    Managing DirectorCRD 3247374

  • Kelly Barker

    Kelly Barker

    Founder & PresidentCRD 1461293

  • Jacy Hixon

    PresidentCRD 2868818

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Gig Harbor, WA

Pierce

Location

Gig Harbor, WA

Headquartered in Gig Harbor, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Pierce
Address
7708 84th Avenue Ct Nw
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth