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 a limited liability company that registered with the SEC in 2022. Its ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available records and does not identify itself as a capital allocator. It is not flagged as an active ESG investor, not designated a multi-state adviser, and is not described as a pension consultant or related adviser. The firm has not provided public detail on its client segments, fee schedules, core advisory activities, or business lines, so its target market and service model are not disclosed in the source material.

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

Contacts

3 of 4
  • JEFFREY SIMS

    Managing DirectorCRD 3247374

  • 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth