IOA Securities, LLC

Broker-DealerFINRA Member
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 identified in the source data as owned by a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the available snapshot. Flags in the record indicate it does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not designated as a pension consultant, and is not listed as a related adviser. Core items such as the firm's fee schedule, specific advisory or business activities, and target client segments were not provided in the supplied information.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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