IOA Securities, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Longwood, Florida
CRD number
304185
Registered since
August 6, 2020

Firm profile

FINTRX

Overview

IOA Securities, LLC is organized as a limited liability company and is SEC-registered, with its registration dated 2020. Public disclosures are sparse: the firm identifies as a domestic entity/individual owner type and is classified as “unclassified” in the snapshot data. Several operational flags are set to negative — it is not designated a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant and is not reported as a related adviser. The firm has not provided detail on business activities, advisory services, investment preferences or affiliations.

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

2 of 2
  • Carol Kinzer

    FinOpCRD 4519471

  • Thomas Meyers

    Investment Advisor RepresentativeCRD 7059696

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Longwood, FL

Seminole

Location

Longwood, FL

Headquartered in Longwood, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Seminole
Address
1855 W State Road 434
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth