IOA Securities, LLC
Firm details
- Headquarters
- Longwood, Florida
- CRD number
- 304185
- Registered since
- August 6, 2020
Firm profile
FINTRXOverview
IOA Securities, LLC is an LLC that appears in SEC records as having registered in 2020. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized in the source data as "unclassified." According to the dataset, IOA Securities is not identified as a capital allocator, does not market itself as an active ESG investor, is not designated a multi-state adviser, and is not flagged as a pension consultant or related adviser. The source provides limited detail on the firm's advisory activities, client segments, or fee models, so there is no further disclosure in this profile about service lines or investment positioning.
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
Contacts
2 of 2Carol Kinzer
FinOpCRD 4519471
Thomas Meyers
Investment Advisor RepresentativeCRD 7059696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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